GIUSX Mutual Fund

GIUSX Mutual Fund

NAV$15.57
See how much of GIUSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.25%
3 Months
-0.28%
6 Months
-0.94%
YTD
-0.50%
1 Year
-0.29%
3 Years (annualized)
+6.13%
5 Years (annualized)
-0.16%
10 Years (annualized)
+2.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIUSX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.50%
Peer Avg (YTD)
+0.72%
vs Peers
-1.22%

GIUSX Mutual Fund Performance

GIUSX performance across multiple time periods: 1-month 2.25%, YTD -0.50%, 1-year -0.29%, 3-year 6.13%, 5-year -0.16%, 10-year 2.35%.

GIUSX returns trail the peer average of 0.72% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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