USGCX Mutual Fund

USGCX Mutual Fund

NAV$6.69
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Returns Overview

1 Month
-4.13%
3 Months
-3.16%
6 Months
-3.88%
YTD
-3.79%
1 Year
+2.38%
3 Years (annualized)
+2.26%
5 Years (annualized)
-1.98%
10 Years (annualized)
+0.09%

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)
-3.79%
Peer Avg (YTD)
+0.12%
vs Peers
-3.91%

USGCX Mutual Fund Performance

USGCX performance across multiple time periods: 1-month -4.13%, YTD -3.79%, 1-year 2.38%, 3-year 2.26%, 5-year -1.98%, 10-year 0.09%.

USGCX returns trail the peer average of 0.12% 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.