GARUX Mutual Fund

NAV$11.34

Returns Overview

1 Month
+0.35%
3 Months
+7.26%
6 Months
+6.45%
YTD
+6.06%
1 Year
+12.29%
3 Years (annualized)
+8.88%
5 Years (annualized)
+5.55%
10 Years (annualized)
+5.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GARUX 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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+6.06%
Peer Avg (YTD)
+3.47%
vs Peers
+2.58%

GARUX Mutual Fund Performance

GARUX performance across multiple time periods: 1-month 0.35%, YTD 6.06%, 1-year 12.29%, 3-year 8.88%, 5-year 5.55%, 10-year 5.62%.

GARUX returns outperform the peer average of 3.47% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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