USAIX Mutual Fund

NAV$11.46

Returns Overview

1 Month
-1.38%
3 Months
-1.21%
6 Months
-2.22%
YTD
-1.88%
1 Year
+4.10%
3 Years (annualized)
+5.27%
5 Years (annualized)
+0.76%
10 Years (annualized)
+2.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USAIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Lipper A Rated Bond Funds Index
This Mutual Fund (YTD)
-1.88%
Peer Avg (YTD)
+3.23%
vs Peers
-5.11%

USAIX Mutual Fund Performance

USAIX performance across multiple time periods: 1-month -1.38%, YTD -1.88%, 1-year 4.10%, 3-year 5.27%, 5-year 0.76%, 10-year 2.59%.

USAIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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