UGEIX Mutual Fund

UGEIX Mutual Fund

NAV$13.91
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Returns Overview

1 Month
+0.91%
3 Months
+6.45%
6 Months
+8.33%
YTD
+20.76%
1 Year
+29.78%
3 Years (annualized)
+22.91%
5 Years (annualized)
+13.49%
10 Years (annualized)
+11.89%

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)
+20.76%
Peer Avg (YTD)
+12.44%
vs Peers
+8.32%

UGEIX Mutual Fund Performance

UGEIX performance across multiple time periods: 1-month 0.91%, YTD 20.76%, 1-year 29.78%, 3-year 22.91%, 5-year 13.49%, 10-year 11.89%.

UGEIX returns outperform the peer average of 12.44% 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.