BUMGX Mutual Fund

BUMGX Mutual Fund

NAV$24.25
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Returns Overview

3 Months
+2.31%
6 Months
+11.20%
YTD
+8.72%
1 Year
+11.30%
3 Years (annualized)
+13.45%
5 Years (annualized)
+8.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BUMGX 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
CBOE S&P 500 Index(^VIX500)
This Mutual Fund (YTD)
+8.72%
Peer Avg (YTD)
+5.40%
vs Peers
+3.32%

BUMGX Mutual Fund Performance

BUMGX performance across multiple time periods: YTD 8.72%, 1-year 11.30%, 3-year 13.45%, 5-year 8.89%.

BUMGX returns outperform the peer average of 5.40% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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