USAUX Mutual Fund

USAUX Mutual Fund

NAV$83.99
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Returns Overview

1 Month
+4.30%
3 Months
-1.34%
6 Months
+11.58%
YTD
+7.23%
1 Year
+11.42%
3 Years (annualized)
+22.02%
5 Years (annualized)
+9.94%
10 Years (annualized)
+15.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USAUX 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 Large Cap Growth Funds Index(^LLCCGFI)
This Mutual Fund (YTD)
+7.23%
Peer Avg (YTD)
+8.51%
vs Peers
-1.28%

USAUX Mutual Fund Performance

USAUX performance across multiple time periods: 1-month 4.30%, YTD 7.23%, 1-year 11.42%, 3-year 22.02%, 5-year 9.94%, 10-year 15.20%.

USAUX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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