USERX Mutual Fund

USERX Mutual Fund

NAV$28.62
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Returns Overview

1 Month
-13.58%
3 Months
+3.61%
6 Months
-9.74%
YTD
-7.86%
1 Year
+13.63%
3 Years (annualized)
+49.18%
5 Years (annualized)
+18.86%
10 Years (annualized)
+13.36%

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)
-7.86%
Peer Avg (YTD)
-1.80%
vs Peers
-6.06%

USERX Mutual Fund Performance

USERX performance across multiple time periods: 1-month -13.58%, YTD -7.86%, 1-year 13.63%, 3-year 49.18%, 5-year 18.86%, 10-year 13.36%.

USERX returns trail the peer average of -1.80% 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.