UCAGX Mutual Fund

NAV$17.14

Returns Overview

1 Month
+0.96%
3 Months
+11.35%
6 Months
+10.91%
YTD
+10.18%
1 Year
+32.68%
3 Years (annualized)
+18.94%
5 Years (annualized)
+10.45%
10 Years (annualized)
+10.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UCAGX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI USA Investable Market Index
This Mutual Fund (YTD)
+10.18%
Peer Avg (YTD)
+6.73%
vs Peers
+3.45%

UCAGX Mutual Fund Performance

UCAGX performance across multiple time periods: 1-month 0.96%, YTD 10.18%, 1-year 32.68%, 3-year 18.94%, 5-year 10.45%, 10-year 10.25%.

UCAGX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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