USDIX Mutual Fund

USDIX Mutual Fund

NAV$9.80
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Returns Overview

1 Month
+0.33%
3 Months
+0.90%
6 Months
+1.47%
YTD
+1.82%
1 Year
+4.00%
3 Years (annualized)
+4.39%
5 Years (annualized)
+2.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USDIX 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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+1.82%
Peer Avg (YTD)
+2.15%
vs Peers
-0.34%

USDIX Mutual Fund Performance

USDIX performance across multiple time periods: 1-month 0.33%, YTD 1.82%, 1-year 4.00%, 3-year 4.39%, 5-year 2.69%.

USDIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.23%, investors should weigh costs against performance when evaluating this mutual fund.

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