USSPX Mutual Fund

USSPX Mutual Fund

NAV$94.16
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Returns Overview

1 Month
+2.86%
3 Months
+1.67%
6 Months
+12.62%
YTD
+12.94%
1 Year
+20.21%
3 Years (annualized)
+21.10%
5 Years (annualized)
+12.42%
10 Years (annualized)
+15.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USSPX 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
Victory US Large Cap 500 Index
This Mutual Fund (YTD)
+12.94%
Peer Avg (YTD)
+11.21%
vs Peers
+1.72%

USSPX Mutual Fund Performance

USSPX performance across multiple time periods: 1-month 2.86%, YTD 12.94%, 1-year 20.21%, 3-year 21.10%, 5-year 12.42%, 10-year 15.28%.

USSPX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.22%, investors should weigh costs against performance when evaluating this mutual fund.

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