IUSXX Mutual Fund

IUSXX Mutual Fund

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Returns Overview

1 Month
+0.29%
3 Months
+0.88%
6 Months
+1.75%
YTD
+2.62%
1 Year
+3.58%
3 Years (annualized)
+4.16%
5 Years (annualized)
+3.42%
10 Years (annualized)
+2.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IUSXX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P US Treasury Bill 0-3(^SPBDUB3T:SP)
This Mutual Fund (YTD)
+2.62%
Peer Avg (YTD)
+2.36%
vs Peers
+0.27%

IUSXX Mutual Fund Performance

IUSXX performance across multiple time periods: 1-month 0.29%, YTD 2.62%, 1-year 3.58%, 3-year 4.16%, 5-year 3.42%, 10-year 2.21%.

IUSXX returns outperform the peer average of 2.36% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

IUSXX vs another fund shows side-by-side returns. IUSXX alternatives are available in the Mutual Fund Screener.