GUGAX Mutual Fund

GUGAX Mutual Fund

NAV$17.48
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Returns Overview

YTD
+1.07%
1 Year
+1.27%
3 Years (annualized)
+6.08%
5 Years (annualized)
-0.09%
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
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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)
+1.07%
Peer Avg (YTD)
+1.93%
vs Peers
-0.85%

GUGAX Mutual Fund Performance

GUGAX performance across multiple time periods: YTD 1.07%, 1-year 1.27%, 3-year 6.08%, 5-year -0.09%, 10-year 2.59%.

GUGAX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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