GUSYX Mutual Fund

GUSYX Mutual Fund

NAV$21.73
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Returns Overview

1 Month
-4.09%
3 Months
-8.17%
6 Months
+3.85%
YTD
+4.25%
1 Year
+5.22%
3 Years (annualized)
+9.63%
5 Years (annualized)
-2.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GUSYX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Mid Cap Index(M1WDMC)
This Mutual Fund (YTD)
+4.25%
Peer Avg (YTD)
+6.72%
vs Peers
-2.47%

GUSYX Mutual Fund Performance

GUSYX performance across multiple time periods: 1-month -4.09%, YTD 4.25%, 1-year 5.22%, 3-year 9.63%, 5-year -2.22%.

GUSYX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

GUSYX vs another fund shows side-by-side returns. GUSYX alternatives are available in the Mutual Fund Screener.