UCAGX Mutual Fund

UCAGX Mutual Fund

NAV$16.92
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Returns Overview

1 Month
-2.39%
3 Months
-0.36%
6 Months
+10.95%
YTD
+9.78%
1 Year
+13.82%
3 Years (annualized)
+16.31%
5 Years (annualized)
+8.57%
10 Years (annualized)
+9.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UCAGX 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
MSCI USA Investable Market Index
This Mutual Fund (YTD)
+9.78%
Peer Avg (YTD)
+6.10%
vs Peers
+3.68%

UCAGX Mutual Fund Performance

UCAGX performance across multiple time periods: 1-month -2.39%, YTD 9.78%, 1-year 13.82%, 3-year 16.31%, 5-year 8.57%, 10-year 9.21%.

UCAGX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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