USAAX Mutual Fund

NAV$41.85

Returns Overview

1 Month
-5.23%
3 Months
+11.67%
6 Months
-0.22%
YTD
+0.05%
1 Year
+19.28%
3 Years (annualized)
+26.67%
5 Years (annualized)
+17.72%
10 Years (annualized)
+19.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USAAX 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 Large Cap Growth Funds Index(^LLCCGFI)
This Mutual Fund (YTD)
+0.05%
Peer Avg (YTD)
+8.97%
vs Peers
-8.92%

USAAX Mutual Fund Performance

USAAX performance across multiple time periods: 1-month -5.23%, YTD 0.05%, 1-year 19.28%, 3-year 26.67%, 5-year 17.72%, 10-year 19.61%.

USAAX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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