GUTEX Mutual Fund

NAV$8.22

Returns Overview

1 Month
-0.10%
3 Months
+5.51%
6 Months
+5.13%
YTD
+1.40%
1 Year
-0.84%
3 Years (annualized)
+3.32%
5 Years (annualized)
+0.60%
10 Years (annualized)
+2.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GUTEX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.40%
Peer Avg (YTD)
+2.43%
vs Peers
-1.03%

GUTEX Mutual Fund Performance

GUTEX performance across multiple time periods: 1-month -0.10%, YTD 1.40%, 1-year -0.84%, 3-year 3.32%, 5-year 0.60%, 10-year 2.17%.

GUTEX returns trail the peer average of 2.43% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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