USLUX Mutual Fund

USLUX Mutual Fund

NAV$21.12
See how much of USLUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.72%
3 Months
+4.62%
6 Months
-2.23%
YTD
-4.23%
1 Year
+9.90%
3 Years (annualized)
+7.87%
5 Years (annualized)
+5.30%
10 Years (annualized)
+9.43%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Global Luxury Index(^SPGLGUP:SP)
This Mutual Fund (YTD)
-4.23%
Peer Avg (YTD)
+3.27%
vs Peers
-7.50%

USLUX Mutual Fund Performance

USLUX performance across multiple time periods: 1-month 0.72%, YTD -4.23%, 1-year 9.90%, 3-year 7.87%, 5-year 5.30%, 10-year 9.43%.

USLUX returns trail the peer average of 3.27% 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.