USIAX Mutual Fund

USIAX Mutual Fund

NAV$9.84
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Returns Overview

1 Month
+0.32%
3 Months
+0.54%
6 Months
+1.09%
YTD
+1.43%
1 Year
+3.93%
3 Years (annualized)
+4.81%
5 Years (annualized)
+3.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USIAX 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)
+1.43%
Peer Avg (YTD)
+0.12%
vs Peers
+1.31%

USIAX Mutual Fund Performance

USIAX performance across multiple time periods: 1-month 0.32%, YTD 1.43%, 1-year 3.93%, 3-year 4.81%, 5-year 3.41%.

USIAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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