GUBGX Mutual Fund

GUBGX Mutual Fund

NAV$19.61
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Returns Overview

1 Month
-3.29%
3 Months
-0.71%
6 Months
+7.42%
YTD
+6.95%
1 Year
+14.41%
3 Years (annualized)
+18.03%
5 Years (annualized)
+9.04%
10 Years (annualized)
+9.89%

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
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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+6.95%
Peer Avg (YTD)
+9.29%
vs Peers
-2.34%

GUBGX Mutual Fund Performance

GUBGX performance across multiple time periods: 1-month -3.29%, YTD 6.95%, 1-year 14.41%, 3-year 18.03%, 5-year 9.04%, 10-year 9.89%.

GUBGX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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