UGEIX Mutual Fund

UGEIX Mutual Fund

NAV$14.57
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Returns Overview

1 Month
+5.48%
3 Months
+5.95%
6 Months
+13.45%
YTD
+19.67%
1 Year
+35.74%
3 Years (annualized)
+21.56%
5 Years (annualized)
+13.76%
10 Years (annualized)
+12.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UGEIX 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 World High Dividend Yield Index(M7WOEDY)
This Mutual Fund (YTD)
+19.67%
Peer Avg (YTD)
+11.41%
vs Peers
+8.26%

UGEIX Mutual Fund Performance

UGEIX performance across multiple time periods: 1-month 5.48%, YTD 19.67%, 1-year 35.74%, 3-year 21.56%, 5-year 13.76%, 10-year 12.54%.

UGEIX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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