GURAX Mutual Fund

GURAX Mutual Fund

NAV$33.33
See how much of GURAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.84%
3 Months
+0.90%
6 Months
+2.80%
YTD
+12.84%
1 Year
+11.95%
3 Years (annualized)
+9.59%
5 Years (annualized)
+2.50%
10 Years (annualized)
+6.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GURAX 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
Ftse Nareit Equity Reits Index(FNRE)
This Mutual Fund (YTD)
+12.84%
Peer Avg (YTD)
+9.10%
vs Peers
+3.74%

GURAX Mutual Fund Performance

GURAX performance across multiple time periods: 1-month -3.84%, YTD 12.84%, 1-year 11.95%, 3-year 9.59%, 5-year 2.50%, 10-year 6.86%.

GURAX returns outperform the peer average of 9.10% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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