USPFX Mutual Fund

USPFX Mutual Fund

NAV$37.08
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Returns Overview

1 Month
-4.03%
3 Months
+4.86%
6 Months
+11.44%
YTD
+7.58%
1 Year
+12.26%
3 Years (annualized)
+13.15%
5 Years (annualized)
+9.43%
10 Years (annualized)
+11.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USPFX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+7.58%
Peer Avg (YTD)
+10.00%
vs Peers
-2.42%

USPFX Mutual Fund Performance

USPFX performance across multiple time periods: 1-month -4.03%, YTD 7.58%, 1-year 12.26%, 3-year 13.15%, 5-year 9.43%, 10-year 11.18%.

USPFX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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