USGAX Mutual Fund

USGAX Mutual Fund

NAV$5.96
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Returns Overview

1 Month
-9.24%
3 Months
-12.83%
6 Months
-11.89%
YTD
-12.40%
1 Year
-11.21%
3 Years (annualized)
-1.68%
5 Years (annualized)
-5.66%
10 Years (annualized)
-3.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USGAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Long Treasury Index
This Mutual Fund (YTD)
-12.40%
Peer Avg (YTD)
+0.50%
vs Peers
-12.90%

USGAX Mutual Fund Performance

USGAX performance across multiple time periods: 1-month -9.24%, YTD -12.40%, 1-year -11.21%, 3-year -1.68%, 5-year -5.66%, 10-year -3.15%.

USGAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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