UGTIX Mutual Fund

UGTIX Mutual Fund

NAV$31.94
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Returns Overview

1 Month
+0.29%
3 Months
+9.11%
6 Months
+6.63%
YTD
+6.53%
1 Year
+14.58%
3 Years (annualized)
+12.13%
5 Years (annualized)
+6.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UGTIX 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)
+6.53%
Peer Avg (YTD)
+4.14%
vs Peers
+2.38%

UGTIX Mutual Fund Performance

UGTIX performance across multiple time periods: 1-month 0.29%, YTD 6.53%, 1-year 14.58%, 3-year 12.13%, 5-year 6.60%.

UGTIX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

UGTIX performance comparison shows side-by-side returns with another fund. UGTIX alternatives are available in the Mutual Fund Screener.