GARUX Mutual Fund

GARUX Mutual Fund

NAV$11.48
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Returns Overview

1 Month
-0.35%
3 Months
+2.07%
6 Months
+4.61%
YTD
+5.68%
1 Year
+11.14%
3 Years (annualized)
+8.17%
5 Years (annualized)
+5.52%
10 Years (annualized)
+5.40%

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)
+5.68%
Peer Avg (YTD)
+2.39%
vs Peers
+3.30%

GARUX Mutual Fund Performance

GARUX performance across multiple time periods: 1-month -0.35%, YTD 5.68%, 1-year 11.14%, 3-year 8.17%, 5-year 5.52%, 10-year 5.40%.

GARUX returns outperform the peer average of 2.39% 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.