USPIX Mutual Fund

USPIX Mutual Fund

NAV$11.47
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Returns Overview

1 Month
+14.02%
3 Months
-8.02%
6 Months
-21.18%
YTD
-23.06%
1 Year
-34.14%
3 Years (annualized)
-33.61%
5 Years (annualized)
-28.99%
10 Years (annualized)
-38.19%

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)
-23.06%
Peer Avg (YTD)
-0.65%
vs Peers
-22.41%

USPIX Mutual Fund Performance

USPIX performance across multiple time periods: 1-month 14.02%, YTD -23.06%, 1-year -34.14%, 3-year -33.61%, 5-year -28.99%, 10-year -38.19%.

USPIX returns trail the peer average of -0.65% 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.