UGTCX Mutual Fund

UGTCX Mutual Fund

NAV$31.22
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Returns Overview

1 Month
-1.15%
3 Months
+1.75%
6 Months
+3.99%
YTD
+4.76%
1 Year
+11.28%
3 Years (annualized)
+9.91%
5 Years (annualized)
+4.93%
10 Years (annualized)
+6.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UGTCX 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
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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)
+4.76%
Peer Avg (YTD)
+3.39%
vs Peers
+1.37%

UGTCX Mutual Fund Performance

UGTCX performance across multiple time periods: 1-month -1.15%, YTD 4.76%, 1-year 11.28%, 3-year 9.91%, 5-year 4.93%, 10-year 6.79%.

UGTCX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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