GMUEX Mutual Fund

NAV$16.13

Returns Overview

1 Month
-1.01%
3 Months
+16.98%
6 Months
+14.57%
YTD
+13.63%
1 Year
+34.31%
3 Years (annualized)
+20.47%
5 Years (annualized)
+13.77%
10 Years (annualized)
+14.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMUEX 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
S&P Composite 1500 Index
This Mutual Fund (YTD)
+13.63%
Peer Avg (YTD)
+9.49%
vs Peers
+4.14%

GMUEX Mutual Fund Performance

GMUEX performance across multiple time periods: 1-month -1.01%, YTD 13.63%, 1-year 34.31%, 3-year 20.47%, 5-year 13.77%, 10-year 14.82%.

GMUEX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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