UGTAX Mutual Fund

UGTAX Mutual Fund

NAV$30.98
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Returns Overview

1 Month
+1.61%
3 Months
-0.37%
6 Months
+1.57%
YTD
+4.81%
1 Year
+5.12%
3 Years (annualized)
+13.70%
5 Years (annualized)
+5.34%
10 Years (annualized)
+7.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UGTAX 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
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📉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
Lipper General & Insured Municipal Debt Funds Index
This Mutual Fund (YTD)
+4.81%
Peer Avg (YTD)
+2.95%
vs Peers
+1.85%

UGTAX Mutual Fund Performance

UGTAX performance across multiple time periods: 1-month 1.61%, YTD 4.81%, 1-year 5.12%, 3-year 13.70%, 5-year 5.34%, 10-year 7.59%.

UGTAX returns outperform the peer average of 2.95% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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