USIFX Mutual Fund

USIFX Mutual Fund

NAV$35.76
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Returns Overview

1 Month
+1.22%
3 Months
+3.52%
6 Months
+6.92%
YTD
+13.41%
1 Year
+27.10%
3 Years (annualized)
+18.02%
5 Years (annualized)
+9.85%
10 Years (annualized)
+10.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USIFX 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
Lipper International Funds Index(^LINNFI)
This Mutual Fund (YTD)
+13.41%
Peer Avg (YTD)
+9.42%
vs Peers
+3.99%

USIFX Mutual Fund Performance

USIFX performance across multiple time periods: 1-month 1.22%, YTD 13.41%, 1-year 27.10%, 3-year 18.02%, 5-year 9.85%, 10-year 10.66%.

USIFX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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