GIUIX Mutual Fund

GIUIX Mutual Fund

NAV$40.42
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Returns Overview

1 Month
-1.76%
3 Months
-3.26%
6 Months
-2.56%
YTD
+5.61%
1 Year
+7.65%
3 Years (annualized)
+14.93%
5 Years (annualized)
-5.72%
10 Years (annualized)
+0.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIUIX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+5.61%
Peer Avg (YTD)
+9.56%
vs Peers
-3.96%

GIUIX Mutual Fund Performance

GIUIX performance across multiple time periods: 1-month -1.76%, YTD 5.61%, 1-year 7.65%, 3-year 14.93%, 5-year -5.72%, 10-year 0.70%.

GIUIX returns trail the peer average of 9.56% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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