USGNX Mutual Fund

USGNX Mutual Fund

NAV$8.53
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Returns Overview

1 Month
+0.31%
3 Months
-0.48%
6 Months
-1.74%
YTD
-0.33%
1 Year
+1.61%
3 Years (annualized)
+3.83%
5 Years (annualized)
+0.47%
10 Years (annualized)
+1.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USGNX 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
Lipper Intermediate US Government Funds Index
This Mutual Fund (YTD)
-0.33%
Peer Avg (YTD)
+2.15%
vs Peers
-2.49%

USGNX Mutual Fund Performance

USGNX performance across multiple time periods: 1-month 0.31%, YTD -0.33%, 1-year 1.61%, 3-year 3.83%, 5-year 0.47%, 10-year 1.35%.

USGNX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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