USIPX Mutual Fund

USIPX Mutual Fund

NAV$9.82
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Returns Overview

1 Month
+0.23%
3 Months
+0.56%
6 Months
+1.22%
YTD
+1.70%
1 Year
+2.71%
3 Years (annualized)
+4.37%
5 Years (annualized)
+2.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USIPX 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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+1.70%
Peer Avg (YTD)
+0.50%
vs Peers
+1.20%

USIPX Mutual Fund Performance

USIPX performance across multiple time periods: 1-month 0.23%, YTD 1.70%, 1-year 2.71%, 3-year 4.37%, 5-year 2.77%.

USIPX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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