USISX Mutual Fund

NAV$21.77

Returns Overview

1 Month
+3.43%
3 Months
+10.59%
6 Months
+15.28%
YTD
+14.21%
1 Year
+34.77%
3 Years (annualized)
+20.18%
5 Years (annualized)
+13.42%
10 Years (annualized)
+12.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USISX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.21%
Peer Avg (YTD)
+9.49%
vs Peers
+4.72%

USISX Mutual Fund Performance

USISX performance across multiple time periods: 1-month 3.43%, YTD 14.21%, 1-year 34.77%, 3-year 20.18%, 5-year 13.42%, 10-year 12.04%.

USISX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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