GIUIX Mutual Fund

NAV$43.67

Returns Overview

1 Month
+2.29%
3 Months
+15.49%
6 Months
+17.53%
YTD
+15.70%
1 Year
+18.69%
3 Years (annualized)
+15.41%
5 Years (annualized)
+5.80%
10 Years (annualized)
+12.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIUIX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+15.70%
Peer Avg (YTD)
+8.61%
vs Peers
+7.10%

GIUIX Mutual Fund Performance

GIUIX performance across multiple time periods: 1-month 2.29%, YTD 15.70%, 1-year 18.69%, 3-year 15.41%, 5-year 5.80%, 10-year 12.17%.

GIUIX returns outperform the peer average of 8.61% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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