USGFX Mutual Fund

USGFX Mutual Fund

NAV$11.36
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Returns Overview

1 Month
-3.09%
3 Months
-3.99%
6 Months
-3.79%
YTD
-3.90%
1 Year
-2.85%
3 Years (annualized)
+3.82%
5 Years (annualized)
-0.10%
10 Years (annualized)
+1.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USGFX 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
Bloomberg Barclays US Government/MBS Index(^BBUGMBS)
This Mutual Fund (YTD)
-3.90%
Peer Avg (YTD)
+0.50%
vs Peers
-4.40%

USGFX Mutual Fund Performance

USGFX performance across multiple time periods: 1-month -3.09%, YTD -3.90%, 1-year -2.85%, 3-year 3.82%, 5-year -0.10%, 10-year 1.38%.

USGFX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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