USPIX Mutual Fund

USPIX Mutual Fund

NAV$10.18
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Returns Overview

1 Month
-7.98%
3 Months
+3.39%
6 Months
-30.67%
YTD
-29.20%
1 Year
-38.53%
3 Years (annualized)
-36.17%
5 Years (annualized)
-1.95%
10 Years (annualized)
-27.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USPIX 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
Nasdaq 100 Index(NDX)
This Mutual Fund (YTD)
-29.20%
Peer Avg (YTD)
+6.77%
vs Peers
-35.96%

USPIX Mutual Fund Performance

USPIX performance across multiple time periods: 1-month -7.98%, YTD -29.20%, 1-year -38.53%, 3-year -36.17%, 5-year -1.95%, 10-year -27.84%.

USPIX returns trail the peer average of 6.77% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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