TUGXX Mutual Fund

TUGXX Mutual Fund

NAV$1.00
See how much of TUGXX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
+0.58%
6 Months
+1.51%
YTD
+2.69%
1 Year
+3.06%
3 Years (annualized)
+5.72%
5 Years (annualized)
+4.58%
10 Years (annualized)
+2.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TUGXX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE 3 Month Treas Bill Local Currency(CFIIMU3L)
This Mutual Fund (YTD)
+2.69%
Peer Avg (YTD)
+2.21%
vs Peers
+0.48%

TUGXX Mutual Fund Performance

TUGXX performance across multiple time periods: YTD 2.69%, 1-year 3.06%, 3-year 5.72%, 5-year 4.58%, 10-year 2.79%.

TUGXX returns outperform the peer average of 2.21% YTD. With an expense ratio of 0.12%, investors should weigh costs against performance when evaluating this mutual fund.

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