UUSTX Mutual Fund

UUSTX Mutual Fund

NAV$10.06
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Returns Overview

1 Month
+0.29%
3 Months
+1.02%
6 Months
+1.44%
YTD
+1.80%
1 Year
+4.01%
3 Years (annualized)
+5.23%
5 Years (annualized)
+3.58%
10 Years (annualized)
+2.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UUSTX 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 Ultra Short Obligations Funds Index(LIPUSOFI)
This Mutual Fund (YTD)
+1.80%
Peer Avg (YTD)
+0.12%
vs Peers
+1.68%

UUSTX Mutual Fund Performance

UUSTX performance across multiple time periods: 1-month 0.29%, YTD 1.80%, 1-year 4.01%, 3-year 5.23%, 5-year 3.58%, 10-year 2.90%.

UUSTX 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.

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