USMIX Mutual Fund

NAV$24.24

Returns Overview

1 Month
-1.70%
3 Months
+6.78%
6 Months
+7.93%
YTD
+12.48%
1 Year
+36.10%
3 Years (annualized)
+17.69%
5 Years (annualized)
+6.83%
10 Years (annualized)
+12.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USMIX 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
Victory Extended Market Index
This Mutual Fund (YTD)
+12.48%
Peer Avg (YTD)
+10.82%
vs Peers
+1.67%

USMIX Mutual Fund Performance

USMIX performance across multiple time periods: 1-month -1.70%, YTD 12.48%, 1-year 36.10%, 3-year 17.69%, 5-year 6.83%, 10-year 12.51%.

USMIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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