USPIX Mutual Fund

NAV$11.33

Returns Overview

1 Month
-1.46%
3 Months
-39.87%
6 Months
-32.26%
YTD
-32.52%
1 Year
-44.47%
3 Years (annualized)
-39.05%
5 Years (annualized)
-51.01%
10 Years (annualized)
-64.78%

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
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
Nasdaq 100 Index(NDX)
This Mutual Fund (YTD)
-32.52%
Peer Avg (YTD)
+12.13%
vs Peers
-44.65%

USPIX Mutual Fund Performance

USPIX performance across multiple time periods: 1-month -1.46%, YTD -32.52%, 1-year -44.47%, 3-year -39.05%, 5-year -51.01%, 10-year -64.78%.

USPIX returns trail the peer average of 12.13% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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