GUMCX Mutual Fund

GUMCX Mutual Fund

NAV$21.35
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Returns Overview

1 Month
-0.84%
3 Months
-0.07%
6 Months
-0.57%
YTD
-0.99%
1 Year
-0.88%
3 Years (annualized)
-1.23%
5 Years (annualized)
+0.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GUMCX 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
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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)
-0.99%
Peer Avg (YTD)
+9.23%
vs Peers
-10.22%

GUMCX Mutual Fund Performance

GUMCX performance across multiple time periods: 1-month -0.84%, YTD -0.99%, 1-year -0.88%, 3-year -1.23%, 5-year 0.66%.

GUMCX returns trail the peer average of 9.23% YTD. With an expense ratio of 2.35%, investors should weigh costs against performance when evaluating this mutual fund.

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