USVAX Mutual Fund

USVAX Mutual Fund

NAV$10.11
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Returns Overview

1 Month
+3.62%
3 Months
-2.45%
6 Months
-2.87%
YTD
-1.27%
1 Year
-1.23%
3 Years (annualized)
+4.80%
5 Years (annualized)
+0.03%
10 Years (annualized)
+1.31%

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
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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 Virginia Municipal Debt Funds Index
This Mutual Fund (YTD)
-1.27%
Peer Avg (YTD)
-0.87%
vs Peers
-0.41%

USVAX Mutual Fund Performance

USVAX performance across multiple time periods: 1-month 3.62%, YTD -1.27%, 1-year -1.23%, 3-year 4.80%, 5-year 0.03%, 10-year 1.31%.

USVAX returns trail 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.

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