IUGXX Mutual Fund

IUGXX Mutual Fund

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Returns Overview

1 Month
+0.31%
3 Months
+0.67%
6 Months
+1.57%
YTD
+2.16%
1 Year
+3.53%
3 Years (annualized)
+4.34%
5 Years (annualized)
+3.56%
10 Years (annualized)
+2.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IUGXX 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
Bloomberg Barclays US 1-3 Month Treasury Bill Index(H00078MX)
This Mutual Fund (YTD)
+2.16%
Peer Avg (YTD)
+2.25%
vs Peers
-0.09%

IUGXX Mutual Fund Performance

IUGXX performance across multiple time periods: 1-month 0.31%, YTD 2.16%, 1-year 3.53%, 3-year 4.34%, 5-year 3.56%, 10-year 2.26%.

IUGXX returns trail the peer average of 2.25% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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