USPFX Mutual Fund

USPFX Mutual Fund

NAV$37.81
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Returns Overview

1 Month
+5.31%
3 Months
+6.77%
6 Months
+7.20%
YTD
+8.04%
1 Year
+17.73%
3 Years (annualized)
+9.78%
5 Years (annualized)
+8.96%
10 Years (annualized)
+11.05%

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
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🏦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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+8.04%
Peer Avg (YTD)
+11.41%
vs Peers
-3.37%

USPFX Mutual Fund Performance

USPFX performance across multiple time periods: 1-month 5.31%, YTD 8.04%, 1-year 17.73%, 3-year 9.78%, 5-year 8.96%, 10-year 11.05%.

USPFX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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