USCGX Mutual Fund

NAV$15.85

Returns Overview

1 Month
+1.05%
3 Months
+12.46%
6 Months
+11.24%
YTD
+10.36%
1 Year
+34.56%
3 Years (annualized)
+22.85%
5 Years (annualized)
+13.61%
10 Years (annualized)
+13.20%

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
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 Global Funds Index
This Mutual Fund (YTD)
+10.36%
Peer Avg (YTD)
+8.97%
vs Peers
+1.39%

USCGX Mutual Fund Performance

USCGX performance across multiple time periods: 1-month 1.05%, YTD 10.36%, 1-year 34.56%, 3-year 22.85%, 5-year 13.61%, 10-year 13.20%.

USCGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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