UGTIX Mutual Fund

UGTIX Mutual Fund

NAV$30.97
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Returns Overview

1 Month
-2.87%
3 Months
-2.96%
6 Months
+5.88%
YTD
+3.37%
1 Year
+5.77%
3 Years (annualized)
+12.13%
5 Years (annualized)
+5.97%
10 Years (annualized)
+7.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UGTIX 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)
+3.37%
Peer Avg (YTD)
+2.46%
vs Peers
+0.91%

UGTIX Mutual Fund Performance

UGTIX performance across multiple time periods: 1-month -2.87%, YTD 3.37%, 1-year 5.77%, 3-year 12.13%, 5-year 5.97%, 10-year 7.87%.

UGTIX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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