GUSYX Mutual Fund

GUSYX Mutual Fund

NAV$23.82
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Returns Overview

1 Month
+3.34%
3 Months
+13.10%
6 Months
+14.64%
YTD
+13.53%
1 Year
+17.22%
3 Years (annualized)
+11.59%
5 Years (annualized)
+0.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GUSYX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Mid Cap Index(M1WDMC)
This Mutual Fund (YTD)
+13.53%
Peer Avg (YTD)
+10.82%
vs Peers
+2.72%

GUSYX Mutual Fund Performance

GUSYX performance across multiple time periods: 1-month 3.34%, YTD 13.53%, 1-year 17.22%, 3-year 11.59%, 5-year 0.08%.

GUSYX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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