UGMVX Mutual Fund

NAV$12.05

Returns Overview

1 Month
+0.85%
3 Months
+13.61%
6 Months
+13.61%
YTD
+13.07%
1 Year
+41.28%
3 Years (annualized)
+23.02%
5 Years (annualized)
+13.52%
10 Years (annualized)
+12.27%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+13.07%
Peer Avg (YTD)
+9.49%
vs Peers
+3.58%

UGMVX Mutual Fund Performance

UGMVX performance across multiple time periods: 1-month 0.85%, YTD 13.07%, 1-year 41.28%, 3-year 23.02%, 5-year 13.52%, 10-year 12.27%.

UGMVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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