USGCX Mutual Fund

USGCX Mutual Fund

NAV$6.35
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Returns Overview

1 Month
+6.46%
3 Months
-3.31%
6 Months
-6.39%
YTD
-7.01%
1 Year
-6.53%
3 Years (annualized)
+6.71%
5 Years (annualized)
-2.51%
10 Years (annualized)
-0.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USGCX 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)
-7.01%
Peer Avg (YTD)
+1.93%
vs Peers
-8.93%

USGCX Mutual Fund Performance

USGCX performance across multiple time periods: 1-month 6.46%, YTD -7.01%, 1-year -6.53%, 3-year 6.71%, 5-year -2.51%, 10-year -0.41%.

USGCX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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