USATX Mutual Fund

USATX Mutual Fund

NAV$11.88
See how much of USATX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.49%
3 Months
-6.41%
6 Months
-4.08%
YTD
-4.04%
1 Year
-2.50%
3 Years (annualized)
+3.53%
5 Years (annualized)
+0.52%
10 Years (annualized)
+1.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USATX 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
Lipper Intermediate Municipal Debt Funds Index(^LINTMUDFI)
This Mutual Fund (YTD)
-4.04%
Peer Avg (YTD)
-3.82%
vs Peers
-0.21%

USATX Mutual Fund Performance

USATX performance across multiple time periods: 1-month -4.49%, YTD -4.04%, 1-year -2.50%, 3-year 3.53%, 5-year 0.52%, 10-year 1.85%.

USATX returns trail the peer average of -3.82% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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