UGTAX Mutual Fund

UGTAX Mutual Fund

NAV$30.90
See how much of UGTAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.88%
3 Months
-3.00%
6 Months
+5.73%
YTD
+3.15%
1 Year
+5.50%
3 Years (annualized)
+11.83%
5 Years (annualized)
+5.67%
10 Years (annualized)
+7.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UGTAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper General & Insured Municipal Debt Funds Index
This Mutual Fund (YTD)
+3.15%
Peer Avg (YTD)
+2.46%
vs Peers
+0.69%

UGTAX Mutual Fund Performance

UGTAX performance across multiple time periods: 1-month -2.88%, YTD 3.15%, 1-year 5.50%, 3-year 11.83%, 5-year 5.67%, 10-year 7.59%.

UGTAX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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