UGLSX Mutual Fund

UGLSX Mutual Fund

NAV$62.46
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Returns Overview

1 Month
-4.42%
3 Months
+6.43%
6 Months
-5.60%
YTD
-4.82%
1 Year
-6.85%
3 Years (annualized)
+3.59%
5 Years (annualized)
-0.23%
10 Years (annualized)
+10.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UGLSX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
-4.82%
Peer Avg (YTD)
+8.97%
vs Peers
-13.79%

UGLSX Mutual Fund Performance

UGLSX performance across multiple time periods: 1-month -4.42%, YTD -4.82%, 1-year -6.85%, 3-year 3.59%, 5-year -0.23%, 10-year 10.29%.

UGLSX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

UGLSX performance comparison shows side-by-side returns with another fund. UGLSX alternatives are available in the Mutual Fund Screener.