USGAX Mutual Fund

USGAX Mutual Fund

NAV$6.53
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Returns Overview

1 Month
-4.00%
3 Months
-2.97%
6 Months
-3.77%
YTD
-3.52%
1 Year
+2.84%
3 Years (annualized)
+2.74%
5 Years (annualized)
-1.64%
10 Years (annualized)
+0.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USGAX 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
Bloomberg US Long Treasury Index
This Mutual Fund (YTD)
-3.52%
Peer Avg (YTD)
+0.12%
vs Peers
-3.64%

USGAX Mutual Fund Performance

USGAX performance across multiple time periods: 1-month -4.00%, YTD -3.52%, 1-year 2.84%, 3-year 2.74%, 5-year -1.64%, 10-year 0.32%.

USGAX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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