USCGX Mutual Fund

USCGX Mutual Fund

NAV$15.39
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Returns Overview

1 Month
+1.76%
3 Months
+3.10%
6 Months
+7.49%
YTD
+12.59%
1 Year
+21.71%
3 Years (annualized)
+19.66%
5 Years (annualized)
+11.38%
10 Years (annualized)
+11.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USCGX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Global Funds Index
This Mutual Fund (YTD)
+12.59%
Peer Avg (YTD)
+8.51%
vs Peers
+4.08%

USCGX Mutual Fund Performance

USCGX performance across multiple time periods: 1-month 1.76%, YTD 12.59%, 1-year 21.71%, 3-year 19.66%, 5-year 11.38%, 10-year 11.88%.

USCGX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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