GMUPX Mutual Fund

GMUPX Mutual Fund

NAV$7.88
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Returns Overview

1 Month
-0.01%
3 Months
+0.58%
6 Months
+1.17%
YTD
+1.79%
1 Year
+4.12%
3 Years (annualized)
+6.32%
5 Years (annualized)
+2.99%
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
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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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+1.79%
Peer Avg (YTD)
+4.85%
vs Peers
-3.06%

GMUPX Mutual Fund Performance

GMUPX performance across multiple time periods: 1-month -0.01%, YTD 1.79%, 1-year 4.12%, 3-year 6.32%, 5-year 2.99%, 10-year 3.14%.

GMUPX returns trail the peer average of 4.85% 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.