USVAX Mutual Fund

USVAX Mutual Fund

NAV$9.71
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Returns Overview

1 Month
-0.70%
3 Months
-1.57%
6 Months
-1.35%
YTD
+0.26%
1 Year
+5.30%
3 Years (annualized)
+3.30%
5 Years (annualized)
-0.03%
10 Years (annualized)
+1.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USVAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Virginia Municipal Debt Funds Index
This Mutual Fund (YTD)
+0.26%
Peer Avg (YTD)
+0.15%
vs Peers
+0.11%

USVAX Mutual Fund Performance

USVAX performance across multiple time periods: 1-month -0.70%, YTD 0.26%, 1-year 5.30%, 3-year 3.30%, 5-year -0.03%, 10-year 1.40%.

USVAX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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