UGSDX Mutual Fund

UGSDX Mutual Fund

NAV$1.94
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Returns Overview

3 Months
+0.57%
6 Months
+0.90%
YTD
+1.97%
1 Year
+2.56%
3 Years (annualized)
+3.78%
5 Years (annualized)
+2.59%
10 Years (annualized)
+1.64%

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
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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)
+1.97%
Peer Avg (YTD)
-0.97%
vs Peers
+2.94%

UGSDX Mutual Fund Performance

UGSDX performance across multiple time periods: YTD 1.97%, 1-year 2.56%, 3-year 3.78%, 5-year 2.59%, 10-year 1.64%.

UGSDX returns outperform the peer average of -0.97% 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.