USRAX Mutual Fund

USRAX Mutual Fund

NAV$35.98
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Returns Overview

1 Month
-0.42%
3 Months
+3.86%
6 Months
+6.09%
YTD
+8.56%
1 Year
+15.73%
3 Years (annualized)
+15.22%
5 Years (annualized)
+10.46%

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
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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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+8.56%
Peer Avg (YTD)
+9.41%
vs Peers
-0.85%

USRAX Mutual Fund Performance

USRAX performance across multiple time periods: 1-month -0.42%, YTD 8.56%, 1-year 15.73%, 3-year 15.22%, 5-year 10.46%.

USRAX returns trail the peer average of 9.41% 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.