USRAX Mutual Fund

USRAX Mutual Fund

NAV$36.03
See how much of USRAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.68%
3 Months
+2.06%
6 Months
+6.00%
YTD
+10.79%
1 Year
+12.62%
3 Years (annualized)
+18.78%
5 Years (annualized)
+10.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USRAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+10.79%
Peer Avg (YTD)
+17.72%
vs Peers
-6.92%

USRAX Mutual Fund Performance

USRAX performance across multiple time periods: 1-month 1.68%, YTD 10.79%, 1-year 12.62%, 3-year 18.78%, 5-year 10.14%.

USRAX returns trail the peer average of 17.72% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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