GIUSX Mutual Fund

GIUSX Mutual Fund

NAV$15.49
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Returns Overview

1 Month
+0.34%
3 Months
-0.64%
6 Months
-1.82%
YTD
+0.12%
1 Year
+2.12%
3 Years (annualized)
+4.87%
5 Years (annualized)
-0.21%
10 Years (annualized)
+2.43%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.12%
Peer Avg (YTD)
+2.15%
vs Peers
-2.03%

GIUSX Mutual Fund Performance

GIUSX performance across multiple time periods: 1-month 0.34%, YTD 0.12%, 1-year 2.12%, 3-year 4.87%, 5-year -0.21%, 10-year 2.43%.

GIUSX returns trail the peer average of 2.15% 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.