UIGSX Mutual Fund

UIGSX Mutual Fund

NAV$8.53
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Returns Overview

1 Month
+0.32%
3 Months
-0.46%
6 Months
-1.70%
YTD
-0.28%
1 Year
+1.69%
3 Years (annualized)
+3.92%
5 Years (annualized)
+0.56%
10 Years (annualized)
+1.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UIGSX 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 Intermediate US Government Funds Index
This Mutual Fund (YTD)
-0.28%
Peer Avg (YTD)
+2.15%
vs Peers
-2.44%

UIGSX Mutual Fund Performance

UIGSX performance across multiple time periods: 1-month 0.32%, YTD -0.28%, 1-year 1.69%, 3-year 3.92%, 5-year 0.56%, 10-year 1.39%.

UIGSX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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