GURPX Mutual Fund

NAV$31.40

Returns Overview

1 Month
-2.38%
3 Months
+1.08%
6 Months
-4.37%
YTD
+1.98%
1 Year
+6.62%
3 Years (annualized)
-1.62%
5 Years (annualized)
+8.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GURPX 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)
+1.98%
Peer Avg (YTD)
+2.56%
vs Peers
-0.58%

GURPX Mutual Fund Performance

GURPX performance across multiple time periods: 1-month -2.38%, YTD 1.98%, 1-year 6.62%, 3-year -1.62%, 5-year 8.28%.

GURPX returns trail the peer average of 2.56% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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