UGMVX Mutual Fund

UGMVX Mutual Fund

NAV$11.48
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Returns Overview

1 Month
-1.69%
3 Months
-2.03%
6 Months
+3.20%
YTD
+10.69%
1 Year
+13.07%
3 Years (annualized)
+18.23%
5 Years (annualized)
+8.86%
10 Years (annualized)
+10.10%

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
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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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+10.69%
Peer Avg (YTD)
+12.44%
vs Peers
-1.75%

UGMVX Mutual Fund Performance

UGMVX performance across multiple time periods: 1-month -1.69%, YTD 10.69%, 1-year 13.07%, 3-year 18.23%, 5-year 8.86%, 10-year 10.10%.

UGMVX returns trail the peer average of 12.44% 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.