GURAX Mutual Fund

GURAX Mutual Fund

NAV$35.77
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Returns Overview

1 Month
+2.04%
3 Months
+5.18%
6 Months
+14.35%
YTD
+17.35%
1 Year
+20.52%
3 Years (annualized)
+9.92%
5 Years (annualized)
+3.71%
10 Years (annualized)
+6.93%

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
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📉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
Ftse Nareit Equity Reits Index(FNRE)
This Mutual Fund (YTD)
+17.35%
Peer Avg (YTD)
+12.53%
vs Peers
+4.82%

GURAX Mutual Fund Performance

GURAX performance across multiple time periods: 1-month 2.04%, YTD 17.35%, 1-year 20.52%, 3-year 9.92%, 5-year 3.71%, 10-year 6.93%.

GURAX returns outperform the peer average of 12.53% 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.