USVAX Mutual Fund

NAV$10.37

Returns Overview

1 Month
+1.51%
3 Months
+3.84%
6 Months
+3.40%
YTD
+3.40%
1 Year
+8.25%
3 Years (annualized)
+3.73%
5 Years (annualized)
+0.70%
10 Years (annualized)
+1.71%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lipper Virginia Municipal Debt Funds Index
This Mutual Fund (YTD)
+3.40%
Peer Avg (YTD)
+1.79%
vs Peers
+1.61%

USVAX Mutual Fund Performance

USVAX performance across multiple time periods: 1-month 1.51%, YTD 3.40%, 1-year 8.25%, 3-year 3.73%, 5-year 0.70%, 10-year 1.71%.

USVAX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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