USGIX Mutual Fund

USGIX Mutual Fund

NAV$25.55
See how much of USGIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.31%
3 Months
-0.97%
6 Months
+10.32%
YTD
+11.09%
1 Year
+20.11%
3 Years (annualized)
+7.43%
5 Years (annualized)
+11.39%
10 Years (annualized)
+9.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USGIX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.09%
Peer Avg (YTD)
+12.56%
vs Peers
-1.47%

USGIX Mutual Fund Performance

USGIX performance across multiple time periods: 1-month 0.31%, YTD 11.09%, 1-year 20.11%, 3-year 7.43%, 5-year 11.39%, 10-year 9.69%.

USGIX returns trail the peer average of 12.56% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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