URGSX Mutual Fund

URGSX Mutual Fund

NAV$8.82
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Returns Overview

1 Month
-0.86%
3 Months
-0.52%
6 Months
-0.86%
YTD
-0.41%
1 Year
+2.99%
3 Years (annualized)
+3.83%
5 Years (annualized)
+0.69%
10 Years (annualized)
+1.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would URGSX 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)
-0.41%
Peer Avg (YTD)
+0.12%
vs Peers
-0.53%

URGSX Mutual Fund Performance

URGSX performance across multiple time periods: 1-month -0.86%, YTD -0.41%, 1-year 2.99%, 3-year 3.83%, 5-year 0.69%, 10-year 1.61%.

URGSX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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