USAGX Mutual Fund

USAGX Mutual Fund

NAV$58.26
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Returns Overview

1 Month
-1.28%
3 Months
-15.26%
6 Months
-20.67%
YTD
-13.08%
1 Year
+45.57%
3 Years (annualized)
+34.63%
5 Years (annualized)
+16.70%
10 Years (annualized)
+9.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USAGX 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 Precious Metals Equity Funds Index
This Mutual Fund (YTD)
-13.08%
Peer Avg (YTD)
-3.00%
vs Peers
-10.09%

USAGX Mutual Fund Performance

USAGX performance across multiple time periods: 1-month -1.28%, YTD -13.08%, 1-year 45.57%, 3-year 34.63%, 5-year 16.70%, 10-year 9.54%.

USAGX returns trail the peer average of -3.00% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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