USGAX Mutual Fund

USGAX Mutual Fund

NAV$6.30
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Returns Overview

1 Month
+6.54%
3 Months
-3.27%
6 Months
-6.17%
YTD
-6.70%
1 Year
-6.31%
3 Years (annualized)
+6.74%
5 Years (annualized)
-2.40%
10 Years (annualized)
-0.22%

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
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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
Bloomberg US Long Treasury Index
This Mutual Fund (YTD)
-6.70%
Peer Avg (YTD)
+1.93%
vs Peers
-8.63%

USGAX Mutual Fund Performance

USGAX performance across multiple time periods: 1-month 6.54%, YTD -6.70%, 1-year -6.31%, 3-year 6.74%, 5-year -2.40%, 10-year -0.22%.

USGAX returns trail the peer average of 1.93% 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.