BUMGX Mutual Fund

BUMGX Mutual Fund

NAV$23.94
See how much of BUMGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.30%
3 Months
+2.80%
6 Months
+5.77%
YTD
+6.59%
1 Year
+12.95%
3 Years (annualized)
+12.25%
5 Years (annualized)
+8.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BUMGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
CBOE S&P 500 Index(^VIX500)
This Mutual Fund (YTD)
+6.59%
Peer Avg (YTD)
+2.39%
vs Peers
+4.20%

BUMGX Mutual Fund Performance

BUMGX performance across multiple time periods: 1-month 0.30%, YTD 6.59%, 1-year 12.95%, 3-year 12.25%, 5-year 8.72%.

BUMGX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

BUMGX vs another fund shows side-by-side returns. BUMGX alternatives are available in the Mutual Fund Screener.