UGMVX Mutual Fund

UGMVX Mutual Fund

NAV$11.97
See how much of UGMVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.99%
3 Months
-0.42%
6 Months
+13.14%
YTD
+12.60%
1 Year
+15.58%
3 Years (annualized)
+17.63%
5 Years (annualized)
+9.70%
10 Years (annualized)
+10.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UGMVX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+12.60%
Peer Avg (YTD)
+10.00%
vs Peers
+2.60%

UGMVX Mutual Fund Performance

UGMVX performance across multiple time periods: 1-month -1.99%, YTD 12.60%, 1-year 15.58%, 3-year 17.63%, 5-year 9.70%, 10-year 10.40%.

UGMVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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