GUBGX Mutual Fund

GUBGX Mutual Fund

NAV$20.61
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Returns Overview

1 Month
+1.48%
3 Months
+8.18%
6 Months
+8.96%
YTD
+7.71%
1 Year
+18.30%
3 Years (annualized)
+17.09%
5 Years (annualized)
+8.95%
10 Years (annualized)
+9.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GUBGX 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
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📉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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+7.71%
Peer Avg (YTD)
+9.13%
vs Peers
-1.42%

GUBGX Mutual Fund Performance

GUBGX performance across multiple time periods: 1-month 1.48%, YTD 7.71%, 1-year 18.30%, 3-year 17.09%, 5-year 8.95%, 10-year 9.95%.

GUBGX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

GUBGX performance comparison shows side-by-side returns with another fund. GUBGX alternatives are available in the Mutual Fund Screener.