UGSFX Mutual Fund

NAV$11.73

Returns Overview

1 Month
-1.26%
3 Months
-1.84%
6 Months
-3.14%
YTD
-3.30%
1 Year
+2.50%
3 Years (annualized)
+3.44%
5 Years (annualized)
-0.20%
10 Years (annualized)
+1.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UGSFX 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
Bloomberg Barclays US Government/MBS Index(^BBUGMBS)
This Mutual Fund (YTD)
-3.30%
Peer Avg (YTD)
+3.23%
vs Peers
-6.52%

UGSFX Mutual Fund Performance

UGSFX performance across multiple time periods: 1-month -1.26%, YTD -3.30%, 1-year 2.50%, 3-year 3.44%, 5-year -0.20%, 10-year 1.12%.

UGSFX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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