GURCX Mutual Fund

NAV$36.19

Returns Overview

1 Month
+2.77%
3 Months
+11.43%
6 Months
+14.85%
YTD
+14.59%
1 Year
+15.39%
3 Years (annualized)
+9.13%
5 Years (annualized)
+3.33%
10 Years (annualized)
+6.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GURCX 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

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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)
+14.59%
Peer Avg (YTD)
+11.24%
vs Peers
+3.35%

GURCX Mutual Fund Performance

GURCX performance across multiple time periods: 1-month 2.77%, YTD 14.59%, 1-year 15.39%, 3-year 9.13%, 5-year 3.33%, 10-year 6.24%.

GURCX returns outperform the peer average of 11.24% YTD. With an expense ratio of 2.64%, investors should weigh costs against performance when evaluating this mutual fund.

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