GAUIX Mutual Fund

GAUIX Mutual Fund

NAV$5.42
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Returns Overview

1 Month
+7.70%
3 Months
+0.89%
6 Months
-2.69%
YTD
+8.26%
1 Year
+9.16%
3 Years (annualized)
+16.28%
5 Years (annualized)
+6.17%
10 Years (annualized)
+6.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GAUIX 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
PROUpgrade to run

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)
+8.26%
Peer Avg (YTD)
+6.38%
vs Peers
+1.89%

GAUIX Mutual Fund Performance

GAUIX performance across multiple time periods: 1-month 7.70%, YTD 8.26%, 1-year 9.16%, 3-year 16.28%, 5-year 6.17%, 10-year 6.22%.

GAUIX returns outperform the peer average of 6.38% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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