USPSX Mutual Fund

NAV$10.46

Returns Overview

1 Month
-1.49%
3 Months
-40.01%
6 Months
-32.61%
YTD
-32.88%
1 Year
-44.62%
3 Years (annualized)
-39.34%
5 Years (annualized)
-32.88%
10 Years (annualized)
-40.66%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Nasdaq 100 Index(NDX)
This Mutual Fund (YTD)
-32.88%
Peer Avg (YTD)
+12.13%
vs Peers
-45.02%

USPSX Mutual Fund Performance

USPSX performance across multiple time periods: 1-month -1.49%, YTD -32.88%, 1-year -44.62%, 3-year -39.34%, 5-year -32.88%, 10-year -40.66%.

USPSX returns trail the peer average of 12.13% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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