GABUX Mutual Fund

NAV$4.90

Returns Overview

1 Month
+0.20%
3 Months
-3.92%
6 Months
-2.00%
YTD
+0.20%
1 Year
+16.68%
3 Years (annualized)
+12.21%
5 Years (annualized)
+7.61%
10 Years (annualized)
+6.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GABUX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Utilities Index(^SP500-5510TR:SP)
This Mutual Fund (YTD)
+0.20%
Peer Avg (YTD)
+10.15%
vs Peers
-9.94%

GABUX Mutual Fund Performance

GABUX performance across multiple time periods: 1-month 0.20%, YTD 0.20%, 1-year 16.68%, 3-year 12.21%, 5-year 7.61%, 10-year 6.49%.

GABUX returns trail the peer average of 10.15% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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