UGTCX Mutual Fund

UGTCX Mutual Fund

NAV$30.62
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Returns Overview

1 Month
-2.93%
3 Months
-3.17%
6 Months
+5.36%
YTD
+2.62%
1 Year
+4.74%
3 Years (annualized)
+10.98%
5 Years (annualized)
+4.90%
10 Years (annualized)
+6.79%

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
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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
Lipper General & Insured Municipal Debt Funds Index
This Mutual Fund (YTD)
+2.62%
Peer Avg (YTD)
+2.46%
vs Peers
+0.16%

UGTCX Mutual Fund Performance

UGTCX performance across multiple time periods: 1-month -2.93%, YTD 2.62%, 1-year 4.74%, 3-year 10.98%, 5-year 4.90%, 10-year 6.79%.

UGTCX returns outperform the peer average of 2.46% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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