GUMAX Mutual Fund

GUMAX Mutual Fund

NAV$22.65
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Returns Overview

1 Month
-0.79%
3 Months
+0.09%
6 Months
-0.20%
YTD
-0.28%
1 Year
-0.17%
3 Years (annualized)
-0.48%
5 Years (annualized)
+1.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GUMAX 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 BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
-0.28%
Peer Avg (YTD)
+9.23%
vs Peers
-9.50%

GUMAX Mutual Fund Performance

GUMAX performance across multiple time periods: 1-month -0.79%, YTD -0.28%, 1-year -0.17%, 3-year -0.48%, 5-year 1.42%.

GUMAX returns trail the peer average of 9.23% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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