GURIX Mutual Fund

GURIX Mutual Fund

NAV$33.66
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Returns Overview

1 Month
-3.81%
3 Months
+0.98%
6 Months
+2.96%
YTD
+13.05%
1 Year
+12.28%
3 Years (annualized)
+9.93%
5 Years (annualized)
+2.83%
10 Years (annualized)
+7.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GURIX 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)
+13.05%
Peer Avg (YTD)
+9.10%
vs Peers
+3.96%

GURIX Mutual Fund Performance

GURIX performance across multiple time periods: 1-month -3.81%, YTD 13.05%, 1-year 12.28%, 3-year 9.93%, 5-year 2.83%, 10-year 7.18%.

GURIX returns outperform the peer average of 9.10% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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