USLUX Mutual Fund

USLUX Mutual Fund

NAV$20.93
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Returns Overview

1 Month
+4.66%
3 Months
-4.99%
6 Months
-0.60%
YTD
-9.01%
1 Year
-1.90%
3 Years (annualized)
+12.60%
5 Years (annualized)
+3.09%
10 Years (annualized)
+9.15%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Global Luxury Index(^SPGLGUP:SP)
This Mutual Fund (YTD)
-9.01%
Peer Avg (YTD)
-0.05%
vs Peers
-8.97%

USLUX Mutual Fund Performance

USLUX performance across multiple time periods: 1-month 4.66%, YTD -9.01%, 1-year -1.90%, 3-year 12.60%, 5-year 3.09%, 10-year 9.15%.

USLUX returns trail the peer average of -0.05% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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