USMIX Mutual Fund

USMIX Mutual Fund

NAV$23.49
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Returns Overview

1 Month
-5.29%
3 Months
-6.02%
6 Months
+9.05%
YTD
+7.93%
1 Year
+11.60%
3 Years (annualized)
+16.23%
5 Years (annualized)
+5.99%
10 Years (annualized)
+11.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USMIX 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
Victory Extended Market Index
This Mutual Fund (YTD)
+7.93%
Peer Avg (YTD)
+6.72%
vs Peers
+1.21%

USMIX Mutual Fund Performance

USMIX performance across multiple time periods: 1-month -5.29%, YTD 7.93%, 1-year 11.60%, 3-year 16.23%, 5-year 5.99%, 10-year 11.58%.

USMIX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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