USATX Mutual Fund

USATX Mutual Fund

NAV$12.33
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Returns Overview

1 Month
+3.81%
3 Months
-1.16%
6 Months
-1.47%
YTD
-0.34%
1 Year
+0.06%
3 Years (annualized)
+4.49%
5 Years (annualized)
+0.84%
10 Years (annualized)
+2.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USATX 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 Intermediate Municipal Debt Funds Index(^LINTMUDFI)
This Mutual Fund (YTD)
-0.34%
Peer Avg (YTD)
-0.87%
vs Peers
+0.52%

USATX Mutual Fund Performance

USATX performance across multiple time periods: 1-month 3.81%, YTD -0.34%, 1-year 0.06%, 3-year 4.49%, 5-year 0.84%, 10-year 2.02%.

USATX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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