BUMGX Mutual Fund

BUMGX Mutual Fund

NAV$23.38
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Returns Overview

1 Month
-0.33%
3 Months
+1.66%
6 Months
+4.51%
YTD
+8.36%
1 Year
+10.57%
3 Years (annualized)
+15.40%
5 Years (annualized)
+8.57%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+8.36%
Peer Avg (YTD)
+3.99%
vs Peers
+4.37%

BUMGX Mutual Fund Performance

BUMGX performance across multiple time periods: 1-month -0.33%, YTD 8.36%, 1-year 10.57%, 3-year 15.40%, 5-year 8.57%.

BUMGX returns outperform the peer average of 3.99% 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.