UGSFX Mutual Fund

UGSFX Mutual Fund

NAV$11.76
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Returns Overview

1 Month
-1.36%
3 Months
-1.25%
6 Months
-1.61%
YTD
-1.49%
1 Year
+1.79%
3 Years (annualized)
+3.06%
5 Years (annualized)
-0.68%
10 Years (annualized)
+0.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UGSFX 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 Government/MBS Index(^BBUGMBS)
This Mutual Fund (YTD)
-1.49%
Peer Avg (YTD)
+0.12%
vs Peers
-1.61%

UGSFX Mutual Fund Performance

UGSFX performance across multiple time periods: 1-month -1.36%, YTD -1.49%, 1-year 1.79%, 3-year 3.06%, 5-year -0.68%, 10-year 0.99%.

UGSFX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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