GAUAX Mutual Fund

GAUAX Mutual Fund

NAV$4.85
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Returns Overview

1 Month
-0.89%
3 Months
-3.64%
6 Months
+2.98%
YTD
+8.22%
1 Year
+12.47%
3 Years (annualized)
+11.17%
5 Years (annualized)
+6.84%
10 Years (annualized)
+6.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GAUAX 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
PROUpgrade to run
🏦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
S&P 500 Utilities Index(^SP500-5510TR:SP)
This Mutual Fund (YTD)
+8.22%
Peer Avg (YTD)
+8.19%
vs Peers
+0.03%

GAUAX Mutual Fund Performance

GAUAX performance across multiple time periods: 1-month -0.89%, YTD 8.22%, 1-year 12.47%, 3-year 11.17%, 5-year 6.84%, 10-year 6.30%.

GAUAX returns outperform the peer average of 8.19% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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