USGLX Mutual Fund

NAV$51.13

Returns Overview

1 Month
-4.44%
3 Months
+6.34%
6 Months
-5.77%
YTD
-4.99%
1 Year
-7.17%
3 Years (annualized)
+2.55%
5 Years (annualized)
-0.97%
10 Years (annualized)
+9.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USGLX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
-4.99%
Peer Avg (YTD)
+8.97%
vs Peers
-13.96%

USGLX Mutual Fund Performance

USGLX performance across multiple time periods: 1-month -4.44%, YTD -4.99%, 1-year -7.17%, 3-year 2.55%, 5-year -0.97%, 10-year 9.68%.

USGLX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

USGLX performance comparison shows side-by-side returns with another fund. USGLX alternatives are available in the Mutual Fund Screener.