USMEX Mutual Fund

USMEX Mutual Fund

NAV$10.00
See how much of USMEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.00%
3 Months
+0.53%
6 Months
+0.67%
YTD
+1.19%
1 Year
+2.32%
3 Years (annualized)
+3.08%
5 Years (annualized)
+2.08%
10 Years (annualized)
+1.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USMEX 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
Bloomberg 1 Year Municipal Bond Index(^BYMBIMBI)
This Mutual Fund (YTD)
+1.19%
Peer Avg (YTD)
+0.23%
vs Peers
+0.96%

USMEX Mutual Fund Performance

USMEX performance across multiple time periods: 1-month -0.00%, YTD 1.19%, 1-year 2.32%, 3-year 3.08%, 5-year 2.08%, 10-year 1.55%.

USMEX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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