GUXPX Mutual Fund

GUXPX Mutual Fund

NAV$5.25
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Returns Overview

1 Month
-2.07%
3 Months
-4.98%
6 Months
+2.59%
YTD
+6.64%
1 Year
+10.26%
3 Years (annualized)
+9.44%
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
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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)
+6.64%
Peer Avg (YTD)
+8.19%
vs Peers
-1.56%

GUXPX Mutual Fund Performance

GUXPX performance across multiple time periods: 1-month -2.07%, YTD 6.64%, 1-year 10.26%, 3-year 9.44%, 5-year 5.05%, 10-year 5.08%.

GUXPX returns trail the peer average of 8.19% 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.