GURAX Mutual Fund

NAV$36.68

Returns Overview

1 Month
+2.84%
3 Months
+11.65%
6 Months
+15.26%
YTD
+15.00%
1 Year
+16.21%
3 Years (annualized)
+9.90%
5 Years (annualized)
+4.07%
10 Years (annualized)
+7.03%

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
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Ftse Nareit Equity Reits Index(FNRE)
This Mutual Fund (YTD)
+15.00%
Peer Avg (YTD)
+11.24%
vs Peers
+3.76%

GURAX Mutual Fund Performance

GURAX performance across multiple time periods: 1-month 2.84%, YTD 15.00%, 1-year 16.21%, 3-year 9.90%, 5-year 4.07%, 10-year 7.03%.

GURAX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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