UGTAX Mutual Fund

UGTAX Mutual Fund

NAV$31.52
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Returns Overview

1 Month
-1.08%
3 Months
+1.95%
6 Months
+4.36%
YTD
+5.20%
1 Year
+12.07%
3 Years (annualized)
+10.75%
5 Years (annualized)
+5.72%
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)
+5.20%
Peer Avg (YTD)
+3.39%
vs Peers
+1.81%

UGTAX Mutual Fund Performance

UGTAX performance across multiple time periods: 1-month -1.08%, YTD 5.20%, 1-year 12.07%, 3-year 10.75%, 5-year 5.72%, 10-year 7.59%.

UGTAX returns outperform the peer average of 3.39% 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.