GUSTX Mutual Fund

GUSTX Mutual Fund

NAV$5.01
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Returns Overview

3 Months
+0.59%
6 Months
+1.73%
YTD
+2.52%
1 Year
+3.16%
3 Years (annualized)
+4.35%
5 Years (annualized)
+3.48%
10 Years (annualized)
+1.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GUSTX 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 3-month Treasury Bill Index
This Mutual Fund (YTD)
+2.52%
Peer Avg (YTD)
+1.20%
vs Peers
+1.32%

GUSTX Mutual Fund Performance

GUSTX performance across multiple time periods: YTD 2.52%, 1-year 3.16%, 3-year 4.35%, 5-year 3.48%, 10-year 1.76%.

GUSTX returns outperform the peer average of 1.20% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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