BUMGX Mutual Fund

NAV$23.88

Returns Overview

1 Month
+0.09%
3 Months
+8.69%
6 Months
+6.41%
YTD
+6.27%
1 Year
+14.43%
3 Years (annualized)
+13.01%
5 Years (annualized)
+8.85%

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

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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
CBOE S&P 500 Index(^VIX500)
This Mutual Fund (YTD)
+6.27%
Peer Avg (YTD)
+3.47%
vs Peers
+2.80%

BUMGX Mutual Fund Performance

BUMGX performance across multiple time periods: 1-month 0.09%, YTD 6.27%, 1-year 14.43%, 3-year 13.01%, 5-year 8.85%.

BUMGX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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