USTVX Mutual Fund

USTVX Mutual Fund

NAV$14.93
See how much of USTVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
+0.15%
6 Months
+0.39%
YTD
+0.46%
1 Year
+2.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USTVX 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
Bloomberg US Treasury Index
This Mutual Fund (YTD)
+0.46%
Peer Avg (YTD)
+0.12%
vs Peers
+0.34%

USTVX Mutual Fund Performance

USTVX performance across multiple time periods: YTD 0.46%, 1-year 2.49%.

USTVX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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