UGTCX Mutual Fund

NAV$31.43

Returns Overview

1 Month
+0.21%
3 Months
+8.81%
6 Months
+6.12%
YTD
+5.98%
1 Year
+13.42%
3 Years (annualized)
+10.97%
5 Years (annualized)
+5.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UGTCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lipper General & Insured Municipal Debt Funds Index
This Mutual Fund (YTD)
+5.98%
Peer Avg (YTD)
+4.14%
vs Peers
+1.84%

UGTCX Mutual Fund Performance

UGTCX performance across multiple time periods: 1-month 0.21%, YTD 5.98%, 1-year 13.42%, 3-year 10.97%, 5-year 5.51%.

UGTCX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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