USPFX ETF

$33.14

Returns Overview

1 Month
+1.42%
3 Months
+5.24%
6 Months
+7.27%
YTD
+2.21%
1 Year
+15.78%
3 Years
+11.70%
5 Years
+10.04%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would USPFX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This ETF (YTD)
+2.21%
Peer Avg (YTD)
+5.12%
vs Peers
-2.90%

USPFX ETF Performance

USPFX performance across multiple time periods: 1-month 1.42%, YTD 2.21%, 1-year 15.78%, 3-year 11.70%, 5-year 10.04%.

USPFX returns trail the peer average of 5.12% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this ETF.

USPFX performance comparison shows side-by-side returns with another fund. USPFX alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.42%N/A
3 Months+5.24%N/A
6 Months+7.27%N/A
1 Year+15.78%N/A
3 Years+11.70%N/A
5 Years+10.04%N/A

All returns shown are total returns, not annualized