UAGNX Mutual Fund

UAGNX Mutual Fund

NAV$8.73
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Returns Overview

1 Month
-2.12%
3 Months
-0.30%
6 Months
-1.88%
YTD
-0.26%
1 Year
-6.71%
3 Years (annualized)
-2.59%
5 Years (annualized)
+0.37%
10 Years (annualized)
+0.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UAGNX 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
Lipper Intermediate US Government Funds Index
This Mutual Fund (YTD)
-0.26%
Peer Avg (YTD)
+0.83%
vs Peers
-1.09%

UAGNX Mutual Fund Performance

UAGNX performance across multiple time periods: 1-month -2.12%, YTD -0.26%, 1-year -6.71%, 3-year -2.59%, 5-year 0.37%, 10-year 0.49%.

UAGNX returns trail the peer average of 0.83% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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