USAGX Mutual Fund

USAGX Mutual Fund

NAV$50.18
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Returns Overview

1 Month
-10.97%
3 Months
+17.37%
6 Months
-3.11%
YTD
+3.34%
1 Year
+17.63%
3 Years (annualized)
+51.57%
5 Years (annualized)
+25.35%
10 Years (annualized)
+14.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USAGX 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 Precious Metals Equity Funds Index
This Mutual Fund (YTD)
+3.34%
Peer Avg (YTD)
+7.76%
vs Peers
-4.42%

USAGX Mutual Fund Performance

USAGX performance across multiple time periods: 1-month -10.97%, YTD 3.34%, 1-year 17.63%, 3-year 51.57%, 5-year 25.35%, 10-year 14.63%.

USAGX returns trail the peer average of 7.76% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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