UGSDX Mutual Fund

UGSDX Mutual Fund

NAV$1.95
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Returns Overview

1 Month
+0.30%
3 Months
+0.33%
6 Months
+1.12%
YTD
+1.40%
1 Year
+2.92%
3 Years (annualized)
+3.92%
5 Years (annualized)
+2.32%
10 Years (annualized)
+1.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UGSDX 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
Bloomberg Barclays US 6 to 9 Month Treasury Bill Index(^BBU9MTRB)
This Mutual Fund (YTD)
+1.40%
Peer Avg (YTD)
+0.25%
vs Peers
+1.15%

UGSDX Mutual Fund Performance

UGSDX performance across multiple time periods: 1-month 0.30%, YTD 1.40%, 1-year 2.92%, 3-year 3.92%, 5-year 2.32%, 10-year 1.56%.

UGSDX returns outperform the peer average of 0.25% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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