USIFX Mutual Fund

NAV$35.70

Returns Overview

1 Month
+0.20%
3 Months
+9.37%
6 Months
+12.04%
YTD
+10.74%
1 Year
+34.07%
3 Years (annualized)
+22.18%
5 Years (annualized)
+11.57%
10 Years (annualized)
+11.11%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lipper International Funds Index(^LINNFI)
This Mutual Fund (YTD)
+10.74%
Peer Avg (YTD)
+9.13%
vs Peers
+1.61%

USIFX Mutual Fund Performance

USIFX performance across multiple time periods: 1-month 0.20%, YTD 10.74%, 1-year 34.07%, 3-year 22.18%, 5-year 11.57%, 10-year 11.11%.

USIFX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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