GUSTX Mutual Fund

GUSTX Mutual Fund

NAV$5.01
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Returns Overview

1 Month
+0.33%
3 Months
+0.79%
6 Months
+1.67%
YTD
+1.91%
1 Year
+3.62%
3 Years (annualized)
+4.31%
5 Years (annualized)
+2.88%
10 Years (annualized)
+2.43%

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)
+1.91%
Peer Avg (YTD)
+0.84%
vs Peers
+1.08%

GUSTX Mutual Fund Performance

GUSTX performance across multiple time periods: 1-month 0.33%, YTD 1.91%, 1-year 3.62%, 3-year 4.31%, 5-year 2.88%, 10-year 2.43%.

GUSTX returns outperform the peer average of 0.84% 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.