TUGXX Mutual Fund

TUGXX Mutual Fund

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Returns Overview

1 Month
+0.30%
3 Months
+0.91%
6 Months
+1.80%
YTD
+2.69%
1 Year
+3.44%
3 Years (annualized)
+5.92%
5 Years (annualized)
+4.46%
10 Years (annualized)
+2.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TUGXX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE 3 Month Treas Bill Local Currency(CFIIMU3L)
This Mutual Fund (YTD)
+2.69%
Peer Avg (YTD)
+2.36%
vs Peers
+0.34%

TUGXX Mutual Fund Performance

TUGXX performance across multiple time periods: 1-month 0.30%, YTD 2.69%, 1-year 3.44%, 3-year 5.92%, 5-year 4.46%, 10-year 2.77%.

TUGXX returns outperform the peer average of 2.36% YTD. With an expense ratio of 0.12%, investors should weigh costs against performance when evaluating this mutual fund.

TUGXX vs another fund shows side-by-side returns. TUGXX alternatives are available in the Mutual Fund Screener.