GUXPX Mutual Fund

GUXPX Mutual Fund

NAV$4.83
See how much of GUXPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.98%
3 Months
-1.60%
6 Months
-5.44%
YTD
+5.59%
1 Year
+7.49%
3 Years (annualized)
+12.26%
5 Years (annualized)
+5.05%
10 Years (annualized)
+5.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GUXPX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Utilities Index(^SP500-5510TR:SP)
This Mutual Fund (YTD)
+5.59%
Peer Avg (YTD)
+5.42%
vs Peers
+0.17%

GUXPX Mutual Fund Performance

GUXPX performance across multiple time periods: 1-month -0.98%, YTD 5.59%, 1-year 7.49%, 3-year 12.26%, 5-year 5.05%, 10-year 5.08%.

GUXPX returns outperform the peer average of 5.42% YTD. With an expense ratio of 2.13%, investors should weigh costs against performance when evaluating this mutual fund.

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