USAUX Mutual Fund

NAV$80.31

Returns Overview

1 Month
-3.28%
3 Months
+15.68%
6 Months
+5.03%
YTD
+5.12%
1 Year
+18.17%
3 Years (annualized)
+25.95%
5 Years (annualized)
+15.35%
10 Years (annualized)
+17.89%

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
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
Lipper Large Cap Growth Funds Index(^LLCCGFI)
This Mutual Fund (YTD)
+5.12%
Peer Avg (YTD)
+8.97%
vs Peers
-3.85%

USAUX Mutual Fund Performance

USAUX performance across multiple time periods: 1-month -3.28%, YTD 5.12%, 1-year 18.17%, 3-year 25.95%, 5-year 15.35%, 10-year 17.89%.

USAUX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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