USPX ETF

$67.60

Returns Overview

1 Month
-0.94%
3 Months
+15.20%
6 Months
+9.83%
YTD
+9.59%
1 Year
+21.59%
3 Years (annualized)
+20.54%
5 Years (annualized)
+12.18%
10 Years (annualized)
+12.30%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would USPX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar US Target Market Exposure Index(^MSUTMEPU)
This ETF (YTD)
+9.59%
Peer Avg (YTD)
+9.13%
vs Peers
+0.46%

USPX ETF Performance

USPX performance across multiple time periods: 1-month -0.94%, YTD 9.59%, 1-year 21.59%, 3-year 20.54%, 5-year 12.18%, 10-year 12.30%.

USPX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this ETF.

USPX performance comparison shows side-by-side returns with another fund. USPX alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.94%N/A
3 Months+15.20%N/A
6 Months+9.83%N/A
1 Year+21.59%N/A
3 Years+20.54%N/A
5 Years+12.18%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized