USPSX Mutual Fund

USPSX Mutual Fund

NAV$10.81
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Returns Overview

1 Month
+13.98%
3 Months
-8.26%
6 Months
-21.54%
YTD
-23.50%
1 Year
-34.31%
3 Years (annualized)
-34.31%
5 Years (annualized)
-29.71%
10 Years (annualized)
-38.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USPSX 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)
-23.50%
Peer Avg (YTD)
-0.65%
vs Peers
-22.85%

USPSX Mutual Fund Performance

USPSX performance across multiple time periods: 1-month 13.98%, YTD -23.50%, 1-year -34.31%, 3-year -34.31%, 5-year -29.71%, 10-year -38.79%.

USPSX returns trail the peer average of -0.65% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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