USERX Mutual Fund

USERX Mutual Fund

NAV$32.74
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Returns Overview

1 Month
-2.00%
3 Months
-12.88%
6 Months
-21.70%
YTD
-11.07%
1 Year
+56.43%
3 Years (annualized)
+40.16%
5 Years (annualized)
+16.25%
10 Years (annualized)
+11.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USERX 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)
-11.07%
Peer Avg (YTD)
-3.00%
vs Peers
-8.07%

USERX Mutual Fund Performance

USERX performance across multiple time periods: 1-month -2.00%, YTD -11.07%, 1-year 56.43%, 3-year 40.16%, 5-year 16.25%, 10-year 11.35%.

USERX returns trail the peer average of -3.00% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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