CUGZX Mutual Fund

CUGZX Mutual Fund

NAV$17.03
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Returns Overview

1 Month
+0.23%
3 Months
-0.95%
6 Months
-3.32%
YTD
-0.79%
1 Year
+0.99%
3 Years (annualized)
+5.11%
5 Years (annualized)
-1.24%
10 Years (annualized)
+1.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CUGZX 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
Bloomberg US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
-0.79%
Peer Avg (YTD)
+2.15%
vs Peers
-2.95%

CUGZX Mutual Fund Performance

CUGZX performance across multiple time periods: 1-month 0.23%, YTD -0.79%, 1-year 0.99%, 3-year 5.11%, 5-year -1.24%, 10-year 1.21%.

CUGZX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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