USAUX Mutual Fund

USAUX Mutual Fund

NAV$79.31
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Returns Overview

1 Month
-2.20%
3 Months
+0.57%
6 Months
+3.83%
YTD
+2.82%
1 Year
+7.36%
3 Years (annualized)
+20.18%
5 Years (annualized)
+9.53%
10 Years (annualized)
+14.91%

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)
+2.82%
Peer Avg (YTD)
+6.23%
vs Peers
-3.42%

USAUX Mutual Fund Performance

USAUX performance across multiple time periods: 1-month -2.20%, YTD 2.82%, 1-year 7.36%, 3-year 20.18%, 5-year 9.53%, 10-year 14.91%.

USAUX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.64%, 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.