GUGAX Mutual Fund

GUGAX Mutual Fund

NAV$17.48
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Returns Overview

6 Months
+0.38%
YTD
+1.07%
1 Year
+4.25%
3 Years (annualized)
+4.27%
5 Years (annualized)
-0.63%
10 Years (annualized)
+2.52%

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)
+0.12%
vs Peers
+0.95%

GUGAX Mutual Fund Performance

GUGAX performance across multiple time periods: YTD 1.07%, 1-year 4.25%, 3-year 4.27%, 5-year -0.63%, 10-year 2.52%.

GUGAX returns outperform the peer average of 0.12% 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.