GMUPX Mutual Fund

GMUPX Mutual Fund

NAV$7.73
See how much of GMUPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.26%
3 Months
-0.69%
6 Months
-0.11%
YTD
+1.09%
1 Year
+1.98%
3 Years (annualized)
+6.69%
5 Years (annualized)
+3.01%
10 Years (annualized)
+3.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMUPX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofAML Three-Month US Treasury Bill Index
This Mutual Fund (YTD)
+1.09%
Peer Avg (YTD)
+6.11%
vs Peers
-5.02%

GMUPX Mutual Fund Performance

GMUPX performance across multiple time periods: 1-month 0.26%, YTD 1.09%, 1-year 1.98%, 3-year 6.69%, 5-year 3.01%, 10-year 3.14%.

GMUPX returns trail the peer average of 6.11% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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