USGFX Mutual Fund

USGFX Mutual Fund

NAV$11.77
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Returns Overview

1 Month
-1.32%
3 Months
-1.14%
6 Months
-1.40%
YTD
-1.23%
1 Year
+2.16%
3 Years (annualized)
+3.52%
5 Years (annualized)
-0.20%
10 Years (annualized)
+1.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USGFX 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 Barclays US Government/MBS Index(^BBUGMBS)
This Mutual Fund (YTD)
-1.23%
Peer Avg (YTD)
+0.12%
vs Peers
-1.35%

USGFX Mutual Fund Performance

USGFX performance across multiple time periods: 1-month -1.32%, YTD -1.23%, 1-year 2.16%, 3-year 3.52%, 5-year -0.20%, 10-year 1.38%.

USGFX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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