GUGAX Mutual Fund

NAV$17.48
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

6 Months
+0.96%
YTD
+1.07%
1 Year
+4.00%
3 Years (annualized)
+4.39%
5 Years (annualized)
+0.10%
10 Years (annualized)
+2.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GUGAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.07%
Peer Avg (YTD)
+3.23%
vs Peers
-2.15%

GUGAX Mutual Fund Performance

GUGAX performance across multiple time periods: YTD 1.07%, 1-year 4.00%, 3-year 4.39%, 5-year 0.10%, 10-year 2.59%.

GUGAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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