USLUX Mutual Fund

NAV$21.53

Returns Overview

1 Month
-0.33%
3 Months
+6.58%
6 Months
-4.22%
YTD
-4.92%
1 Year
+5.94%
3 Years (annualized)
+8.59%
5 Years (annualized)
+5.65%
10 Years (annualized)
+9.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USLUX 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 Global Luxury Index(^SPGLGUP:SP)
This Mutual Fund (YTD)
-4.92%
Peer Avg (YTD)
+4.01%
vs Peers
-8.92%

USLUX Mutual Fund Performance

USLUX performance across multiple time periods: 1-month -0.33%, YTD -4.92%, 1-year 5.94%, 3-year 8.59%, 5-year 5.65%, 10-year 9.99%.

USLUX returns trail the peer average of 4.01% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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