GMUEX Mutual Fund

GMUEX Mutual Fund

NAV$16.03
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Returns Overview

1 Month
+1.92%
3 Months
+2.01%
6 Months
+14.68%
YTD
+17.10%
1 Year
+31.36%
3 Years (annualized)
+23.30%
5 Years (annualized)
+14.32%
10 Years (annualized)
+14.37%

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)
+17.10%
Peer Avg (YTD)
+12.44%
vs Peers
+4.67%

GMUEX Mutual Fund Performance

GMUEX performance across multiple time periods: 1-month 1.92%, YTD 17.10%, 1-year 31.36%, 3-year 23.30%, 5-year 14.32%, 10-year 14.37%.

GMUEX returns outperform the peer average of 12.44% 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.