GMUEX Mutual Fund

GMUEX Mutual Fund

NAV$16.00
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Returns Overview

1 Month
+1.11%
3 Months
+7.09%
6 Months
+12.00%
YTD
+14.90%
1 Year
+33.63%
3 Years (annualized)
+21.52%
5 Years (annualized)
+13.64%
10 Years (annualized)
+14.56%

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
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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
S&P Composite 1500 Index
This Mutual Fund (YTD)
+14.90%
Peer Avg (YTD)
+11.41%
vs Peers
+3.49%

GMUEX Mutual Fund Performance

GMUEX performance across multiple time periods: 1-month 1.11%, YTD 14.90%, 1-year 33.63%, 3-year 21.52%, 5-year 13.64%, 10-year 14.56%.

GMUEX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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