USAGX Mutual Fund

NAV$47.05

Returns Overview

1 Month
-14.66%
3 Months
-17.45%
6 Months
-12.29%
YTD
-11.96%
1 Year
+43.31%
3 Years (annualized)
+36.79%
5 Years (annualized)
+17.72%
10 Years (annualized)
+10.60%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lipper Precious Metals Equity Funds Index
This Mutual Fund (YTD)
-11.96%
Peer Avg (YTD)
-2.18%
vs Peers
-9.77%

USAGX Mutual Fund Performance

USAGX performance across multiple time periods: 1-month -14.66%, YTD -11.96%, 1-year 43.31%, 3-year 36.79%, 5-year 17.72%, 10-year 10.60%.

USAGX returns trail the peer average of -2.18% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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