GGUPX Mutual Fund

GGUPX Mutual Fund

NAV$8.65
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Returns Overview

1 Month
-3.07%
3 Months
+1.12%
6 Months
-8.62%
YTD
+1.87%
1 Year
+2.66%
3 Years (annualized)
-4.81%
5 Years (annualized)
+5.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GGUPX 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
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+1.87%
Peer Avg (YTD)
+2.56%
vs Peers
-0.68%

GGUPX Mutual Fund Performance

GGUPX performance across multiple time periods: 1-month -3.07%, YTD 1.87%, 1-year 2.66%, 3-year -4.81%, 5-year 5.75%.

GGUPX returns trail the peer average of 2.56% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

GGUPX performance comparison shows side-by-side returns with another fund. GGUPX alternatives are available in the Mutual Fund Screener.