UGLSX Mutual Fund

NAV$55.49

Returns Overview

1 Month
-3.06%
3 Months
-2.99%
6 Months
-3.79%
YTD
-2.26%
1 Year
-4.04%
3 Years
+7.49%
5 Years
+3.15%
10 Years
+11.30%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UGLSX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-2.26%
Peer Avg (YTD)
+0.87%
vs Peers
-3.12%

UGLSX Mutual Fund Performance

UGLSX performance across multiple time periods: 1-month -3.06%, YTD -2.26%, 1-year -4.04%, 3-year 7.49%, 5-year 3.15%, 10-year 11.30%.

UGLSX returns trail the peer average of 0.87% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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