GMOUX Mutual Fund

NAV$39.91

Returns Overview

1 Month
-0.50%
3 Months
+5.83%
6 Months
+9.22%
YTD
+16.19%
1 Year
+38.20%
3 Years (annualized)
+27.42%
5 Years (annualized)
+15.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMOUX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+16.19%
Peer Avg (YTD)
+8.71%
vs Peers
+7.47%

GMOUX Mutual Fund Performance

GMOUX performance across multiple time periods: 1-month -0.50%, YTD 16.19%, 1-year 38.20%, 3-year 27.42%, 5-year 15.48%.

GMOUX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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