GUSOX Mutual Fund

NAV$22.91

Returns Overview

6 Months
+5.92%
YTD
+5.14%
1 Year
+17.12%
3 Years (annualized)
+13.80%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Composite 1500 Index
This Mutual Fund (YTD)
+5.14%
Peer Avg (YTD)
+9.49%
vs Peers
-4.35%

GUSOX Mutual Fund Performance

GUSOX performance across multiple time periods: YTD 5.14%, 1-year 17.12%, 3-year 13.80%.

GUSOX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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