UGOFX Mutual Fund

NAV$11.97

Returns Overview

1 Month
-1.07%
3 Months
+5.28%
6 Months
+7.26%
YTD
+11.35%
1 Year
+41.08%
3 Years (annualized)
+23.10%
5 Years (annualized)
+13.67%
10 Years (annualized)
+12.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UGOFX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+11.35%
Peer Avg (YTD)
+9.49%
vs Peers
+1.86%

UGOFX Mutual Fund Performance

UGOFX performance across multiple time periods: 1-month -1.07%, YTD 11.35%, 1-year 41.08%, 3-year 23.10%, 5-year 13.67%, 10-year 12.44%.

UGOFX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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