GITUX Mutual Fund

NAV$11.23

Returns Overview

1 Month
+5.46%
3 Months
+4.72%
6 Months
+6.38%
YTD
+6.92%
1 Year
+9.35%
3 Years (annualized)
+8.77%
5 Years (annualized)
+5.93%
10 Years (annualized)
+5.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GITUX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Daily Risk Control 10% Index(SPXT10UT)
This Mutual Fund (YTD)
+6.92%
Peer Avg (YTD)
+4.05%
vs Peers
+2.87%

GITUX Mutual Fund Performance

GITUX performance across multiple time periods: 1-month 5.46%, YTD 6.92%, 1-year 9.35%, 3-year 8.77%, 5-year 5.93%, 10-year 5.60%.

GITUX returns outperform the peer average of 4.05% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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