GUMNX Mutual Fund

GUMNX Mutual Fund

NAV$22.40
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Returns Overview

1 Month
-0.76%
3 Months
+0.20%
6 Months
-0.06%
YTD
+0.01%
1 Year
+0.13%
3 Years (annualized)
-0.24%
5 Years (annualized)
+1.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GUMNX 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)
+0.01%
Peer Avg (YTD)
+9.23%
vs Peers
-9.21%

GUMNX Mutual Fund Performance

GUMNX performance across multiple time periods: 1-month -0.76%, YTD 0.01%, 1-year 0.13%, 3-year -0.24%, 5-year 1.67%.

GUMNX returns trail the peer average of 9.23% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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