USAAX Mutual Fund

USAAX Mutual Fund

NAV$43.64
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Returns Overview

1 Month
+0.78%
3 Months
+4.98%
6 Months
+17.24%
YTD
+5.03%
1 Year
+5.79%
3 Years (annualized)
+19.93%
5 Years (annualized)
+9.99%
10 Years (annualized)
+15.02%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Large Cap Growth Funds Index(^LLCCGFI)
This Mutual Fund (YTD)
+5.03%
Peer Avg (YTD)
+8.67%
vs Peers
-3.63%

USAAX Mutual Fund Performance

USAAX performance across multiple time periods: 1-month 0.78%, YTD 5.03%, 1-year 5.79%, 3-year 19.93%, 5-year 9.99%, 10-year 15.02%.

USAAX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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