GURIX Mutual Fund

NAV$37.30

Returns Overview

1 Month
+2.88%
3 Months
+11.74%
6 Months
+15.47%
YTD
+15.18%
1 Year
+16.59%
3 Years (annualized)
+10.25%
5 Years (annualized)
+4.41%
10 Years (annualized)
+7.36%

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
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)
+15.18%
Peer Avg (YTD)
+11.24%
vs Peers
+3.94%

GURIX Mutual Fund Performance

GURIX performance across multiple time periods: 1-month 2.88%, YTD 15.18%, 1-year 16.59%, 3-year 10.25%, 5-year 4.41%, 10-year 7.36%.

GURIX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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