USPIX Mutual Fund

USPIX Mutual Fund

NAV$12.54
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Returns Overview

1 Month
+14.22%
3 Months
-1.22%
6 Months
-9.14%
YTD
-24.00%
1 Year
-20.05%
3 Years (annualized)
-37.91%
5 Years (annualized)
+0.40%
10 Years (annualized)
-27.15%

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)
-24.00%
Peer Avg (YTD)
+1.16%
vs Peers
-25.15%

USPIX Mutual Fund Performance

USPIX performance across multiple time periods: 1-month 14.22%, YTD -24.00%, 1-year -20.05%, 3-year -37.91%, 5-year 0.40%, 10-year -27.15%.

USPIX returns trail the peer average of 1.16% 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.