GURCX Mutual Fund

GURCX Mutual Fund

NAV$33.04
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Returns Overview

1 Month
-3.91%
3 Months
+0.71%
6 Months
+2.40%
YTD
+12.29%
1 Year
+11.13%
3 Years (annualized)
+8.81%
5 Years (annualized)
+1.78%
10 Years (annualized)
+6.07%

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
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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)
+12.29%
Peer Avg (YTD)
+9.10%
vs Peers
+3.20%

GURCX Mutual Fund Performance

GURCX performance across multiple time periods: 1-month -3.91%, YTD 12.29%, 1-year 11.13%, 3-year 8.81%, 5-year 1.78%, 10-year 6.07%.

GURCX returns outperform the peer average of 9.10% YTD. With an expense ratio of 2.64%, investors should weigh costs against performance when evaluating this mutual fund.

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