USBOX Mutual Fund

NAV$22.16

Returns Overview

1 Month
+0.19%
3 Months
+13.52%
6 Months
+5.72%
YTD
+5.72%
1 Year
+15.49%
3 Years (annualized)
+15.79%
5 Years (annualized)
+11.36%
10 Years (annualized)
+14.91%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.72%
Peer Avg (YTD)
+9.51%
vs Peers
-3.78%

USBOX Mutual Fund Performance

USBOX performance across multiple time periods: 1-month 0.19%, YTD 5.72%, 1-year 15.49%, 3-year 15.79%, 5-year 11.36%, 10-year 14.91%.

USBOX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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