USGLX Mutual Fund

USGLX Mutual Fund

NAV$52.14
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Returns Overview

1 Month
-1.77%
3 Months
+5.33%
6 Months
+12.01%
YTD
+0.08%
1 Year
-0.51%
3 Years (annualized)
+9.25%
5 Years (annualized)
+1.87%
10 Years (annualized)
+11.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USGLX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+0.08%
Peer Avg (YTD)
+8.68%
vs Peers
-8.60%

USGLX Mutual Fund Performance

USGLX performance across multiple time periods: 1-month -1.77%, YTD 0.08%, 1-year -0.51%, 3-year 9.25%, 5-year 1.87%, 10-year 11.53%.

USGLX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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