UGOFX Mutual Fund

UGOFX Mutual Fund

NAV$12.13
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Returns Overview

1 Month
+1.64%
3 Months
+2.49%
6 Months
+10.35%
YTD
+15.07%
1 Year
+21.48%
3 Years (annualized)
+17.84%
5 Years (annualized)
+9.91%
10 Years (annualized)
+10.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UGOFX 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)
+15.07%
Peer Avg (YTD)
+12.44%
vs Peers
+2.63%

UGOFX Mutual Fund Performance

UGOFX performance across multiple time periods: 1-month 1.64%, YTD 15.07%, 1-year 21.48%, 3-year 17.84%, 5-year 9.91%, 10-year 10.62%.

UGOFX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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