UGOFX Mutual Fund

UGOFX Mutual Fund

NAV$11.80
See how much of UGOFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.73%
3 Months
-2.05%
6 Months
+3.29%
YTD
+10.88%
1 Year
+13.18%
3 Years (annualized)
+18.45%
5 Years (annualized)
+9.07%
10 Years (annualized)
+10.31%

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
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)
+10.88%
Peer Avg (YTD)
+12.44%
vs Peers
-1.55%

UGOFX Mutual Fund Performance

UGOFX performance across multiple time periods: 1-month -1.73%, YTD 10.88%, 1-year 13.18%, 3-year 18.45%, 5-year 9.07%, 10-year 10.31%.

UGOFX returns trail 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.