UGSCX Mutual Fund

UGSCX Mutual Fund

NAV$11.55
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Returns Overview

1 Month
-1.43%
3 Months
-1.43%
6 Months
-1.96%
YTD
-1.89%
1 Year
+1.02%
3 Years (annualized)
+2.35%
5 Years (annualized)
-1.31%
10 Years (annualized)
+0.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UGSCX 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
Bloomberg Barclays US Government/MBS Index(^BBUGMBS)
This Mutual Fund (YTD)
-1.89%
Peer Avg (YTD)
+0.12%
vs Peers
-2.01%

UGSCX Mutual Fund Performance

UGSCX performance across multiple time periods: 1-month -1.43%, YTD -1.89%, 1-year 1.02%, 3-year 2.35%, 5-year -1.31%, 10-year 0.27%.

UGSCX returns trail the peer average of 0.12% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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