USSTX Mutual Fund

USSTX Mutual Fund

NAV$10.25
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Returns Overview

1 Month
+1.69%
3 Months
+0.17%
6 Months
+0.38%
YTD
+1.08%
1 Year
+1.54%
3 Years (annualized)
+4.13%
5 Years (annualized)
+1.79%
10 Years (annualized)
+1.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USSTX 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
Lipper Short Municipal Debt Funds Index
This Mutual Fund (YTD)
+1.08%
Peer Avg (YTD)
-0.87%
vs Peers
+1.95%

USSTX Mutual Fund Performance

USSTX performance across multiple time periods: 1-month 1.69%, YTD 1.08%, 1-year 1.54%, 3-year 4.13%, 5-year 1.79%, 10-year 1.65%.

USSTX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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