USBOX Mutual Fund

USBOX Mutual Fund

NAV$22.92
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Returns Overview

1 Month
+1.49%
3 Months
+4.22%
6 Months
+10.15%
YTD
+11.85%
1 Year
+14.25%
3 Years (annualized)
+19.93%
5 Years (annualized)
+11.32%
10 Years (annualized)
+15.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USBOX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.85%
Peer Avg (YTD)
+9.28%
vs Peers
+2.57%

USBOX Mutual Fund Performance

USBOX performance across multiple time periods: 1-month 1.49%, YTD 11.85%, 1-year 14.25%, 3-year 19.93%, 5-year 11.32%, 10-year 15.42%.

USBOX returns outperform the peer average of 9.28% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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