USCGX Mutual Fund

USCGX Mutual Fund

NAV$15.72
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Returns Overview

1 Month
+0.26%
3 Months
+3.99%
6 Months
+7.85%
YTD
+10.65%
1 Year
+23.78%
3 Years (annualized)
+18.22%
5 Years (annualized)
+11.45%
10 Years (annualized)
+12.68%

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
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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 Global Funds Index
This Mutual Fund (YTD)
+10.65%
Peer Avg (YTD)
+6.23%
vs Peers
+4.41%

USCGX Mutual Fund Performance

USCGX performance across multiple time periods: 1-month 0.26%, YTD 10.65%, 1-year 23.78%, 3-year 18.22%, 5-year 11.45%, 10-year 12.68%.

USCGX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.09%, 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.