USGLX Mutual Fund

NAV$45.47

Returns Overview

1 Month
-3.08%
3 Months
-3.07%
6 Months
-3.95%
YTD
-2.28%
1 Year
-4.37%
3 Years
+6.41%
5 Years
+2.39%
10 Years
+10.69%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would USGLX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-2.28%
Peer Avg (YTD)
+0.87%
vs Peers
-3.14%

USGLX Mutual Fund Performance

USGLX performance across multiple time periods: 1-month -3.08%, YTD -2.28%, 1-year -4.37%, 3-year 6.41%, 5-year 2.39%, 10-year 10.69%.

USGLX returns trail the peer average of 0.87% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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