GMUEX Mutual Fund

GMUEX Mutual Fund

NAV$15.88
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Returns Overview

1 Month
-1.07%
3 Months
+1.96%
6 Months
+19.27%
YTD
+15.85%
1 Year
+24.57%
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)
+15.85%
Peer Avg (YTD)
+10.00%
vs Peers
+5.86%

GMUEX Mutual Fund Performance

GMUEX performance across multiple time periods: 1-month -1.07%, YTD 15.85%, 1-year 24.57%, 3-year 23.30%, 5-year 14.32%, 10-year 14.37%.

GMUEX returns outperform the peer average of 10.00% 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.