USERX Mutual Fund

NAV$25.65

Returns Overview

1 Month
+1.75%
3 Months
-16.72%
6 Months
-32.45%
YTD
-12.87%
1 Year
+56.62%
3 Years (annualized)
+43.00%
5 Years (annualized)
+16.50%
10 Years (annualized)
+12.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USERX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-12.87%
Peer Avg (YTD)
-2.18%
vs Peers
-10.69%

USERX Mutual Fund Performance

USERX performance across multiple time periods: 1-month 1.75%, YTD -12.87%, 1-year 56.62%, 3-year 43.00%, 5-year 16.50%, 10-year 12.63%.

USERX returns trail the peer average of -2.18% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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