GUSTX Mutual Fund

NAV$5.01

Returns Overview

1 Month
+0.13%
3 Months
+0.77%
6 Months
+1.58%
YTD
+1.58%
1 Year
+3.65%
3 Years (annualized)
+4.34%
5 Years (annualized)
+2.83%
10 Years (annualized)
+1.33%

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
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 3-month Treasury Bill Index
This Mutual Fund (YTD)
+1.58%
Peer Avg (YTD)
+0.67%
vs Peers
+0.91%

GUSTX Mutual Fund Performance

GUSTX performance across multiple time periods: 1-month 0.13%, YTD 1.58%, 1-year 3.65%, 3-year 4.34%, 5-year 2.83%, 10-year 1.33%.

GUSTX returns outperform the peer average of 0.67% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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