GARUX Mutual Fund

GARUX Mutual Fund

NAV$11.65
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Returns Overview

1 Month
+1.68%
3 Months
+1.68%
6 Months
+5.39%
YTD
+7.46%
1 Year
+11.94%
3 Years (annualized)
+7.20%
5 Years (annualized)
+1.66%
10 Years (annualized)
+2.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GARUX 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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+7.46%
Peer Avg (YTD)
+4.75%
vs Peers
+2.71%

GARUX Mutual Fund Performance

GARUX performance across multiple time periods: 1-month 1.68%, YTD 7.46%, 1-year 11.94%, 3-year 7.20%, 5-year 1.66%, 10-year 2.34%.

GARUX returns outperform the peer average of 4.75% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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