GUSOX Mutual Fund

GUSOX Mutual Fund

NAV$22.91
See how much of GUSOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

6 Months
+1.78%
YTD
+5.14%
1 Year
+17.18%
3 Years (annualized)
+12.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GUSOX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI USA Value Index
This Mutual Fund (YTD)
+5.14%
Peer Avg (YTD)
+11.41%
vs Peers
-6.27%

GUSOX Mutual Fund Performance

GUSOX performance across multiple time periods: YTD 5.14%, 1-year 17.18%, 3-year 12.19%.

GUSOX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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