USIFX Mutual Fund

USIFX Mutual Fund

NAV$34.23
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Returns Overview

1 Month
-3.16%
3 Months
+0.03%
6 Months
+9.40%
YTD
+10.77%
1 Year
+17.70%
3 Years (annualized)
+20.02%
5 Years (annualized)
+9.78%
10 Years (annualized)
+9.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USIFX 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 International Funds Index(^LINNFI)
This Mutual Fund (YTD)
+10.77%
Peer Avg (YTD)
+9.29%
vs Peers
+1.48%

USIFX Mutual Fund Performance

USIFX performance across multiple time periods: 1-month -3.16%, YTD 10.77%, 1-year 17.70%, 3-year 20.02%, 5-year 9.78%, 10-year 9.87%.

USIFX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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