USMSX Mutual Fund

USMSX Mutual Fund

NAV$9.95
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Returns Overview

1 Month
+0.29%
3 Months
+0.49%
6 Months
+0.82%
YTD
+1.31%
1 Year
+2.09%
3 Years (annualized)
+2.99%
5 Years (annualized)
+1.91%
10 Years (annualized)
+1.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USMSX 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)
+1.31%
Peer Avg (YTD)
+0.15%
vs Peers
+1.16%

USMSX Mutual Fund Performance

USMSX performance across multiple time periods: 1-month 0.29%, YTD 1.31%, 1-year 2.09%, 3-year 2.99%, 5-year 1.91%, 10-year 1.39%.

USMSX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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