UCAGX Mutual Fund

UCAGX Mutual Fund

NAV$17.06
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Returns Overview

1 Month
-0.06%
3 Months
+3.90%
6 Months
+7.92%
YTD
+10.11%
1 Year
+21.38%
3 Years (annualized)
+14.55%
5 Years (annualized)
+8.48%
10 Years (annualized)
+9.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UCAGX 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 USA Investable Market Index
This Mutual Fund (YTD)
+10.11%
Peer Avg (YTD)
+6.57%
vs Peers
+3.54%

UCAGX Mutual Fund Performance

UCAGX performance across multiple time periods: 1-month -0.06%, YTD 10.11%, 1-year 21.38%, 3-year 14.55%, 5-year 8.48%, 10-year 9.00%.

UCAGX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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