USLIX Mutual Fund

USLIX Mutual Fund

NAV$62.16
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Returns Overview

1 Month
+3.98%
3 Months
+2.52%
6 Months
+8.52%
YTD
+2.04%
1 Year
+0.97%
3 Years (annualized)
+9.52%
5 Years (annualized)
+2.12%
10 Years (annualized)
+11.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USLIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+2.04%
Peer Avg (YTD)
+8.51%
vs Peers
-6.47%

USLIX Mutual Fund Performance

USLIX performance across multiple time periods: 1-month 3.98%, YTD 2.04%, 1-year 0.97%, 3-year 9.52%, 5-year 2.12%, 10-year 11.80%.

USLIX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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