USPFX Mutual Fund

NAV$37.84

Returns Overview

1 Month
-1.62%
3 Months
+6.28%
6 Months
+3.53%
YTD
+2.59%
1 Year
+14.19%
3 Years (annualized)
+9.41%
5 Years (annualized)
+7.86%
10 Years (annualized)
+10.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USPFX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+2.59%
Peer Avg (YTD)
+9.49%
vs Peers
-6.90%

USPFX Mutual Fund Performance

USPFX performance across multiple time periods: 1-month -1.62%, YTD 2.59%, 1-year 14.19%, 3-year 9.41%, 5-year 7.86%, 10-year 10.95%.

USPFX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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