GMUPX Mutual Fund

NAV$7.87

Returns Overview

1 Month
+0.10%
3 Months
+1.98%
6 Months
+1.80%
YTD
+1.80%
1 Year
+4.52%
3 Years (annualized)
+6.88%
5 Years (annualized)
+3.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMUPX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+1.80%
Peer Avg (YTD)
+3.78%
vs Peers
-1.98%

GMUPX Mutual Fund Performance

GMUPX performance across multiple time periods: 1-month 0.10%, YTD 1.80%, 1-year 4.52%, 3-year 6.88%, 5-year 3.01%.

GMUPX returns trail the peer average of 3.78% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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