USERX Mutual Fund

USERX Mutual Fund

NAV$29.93
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Returns Overview

1 Month
-7.95%
3 Months
+17.49%
6 Months
+2.76%
YTD
+6.62%
1 Year
+25.80%
3 Years (annualized)
+56.10%
5 Years (annualized)
+24.20%
10 Years (annualized)
+15.61%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.62%
Peer Avg (YTD)
+7.76%
vs Peers
-1.14%

USERX Mutual Fund Performance

USERX performance across multiple time periods: 1-month -7.95%, YTD 6.62%, 1-year 25.80%, 3-year 56.10%, 5-year 24.20%, 10-year 15.61%.

USERX returns trail the peer average of 7.76% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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