USRAX Mutual Fund

USRAX Mutual Fund

NAV$36.45
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Returns Overview

1 Month
-1.22%
3 Months
-0.06%
6 Months
+10.51%
YTD
+8.96%
1 Year
+11.50%
3 Years (annualized)
+16.10%
5 Years (annualized)
+10.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USRAX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+8.96%
Peer Avg (YTD)
+9.98%
vs Peers
-1.03%

USRAX Mutual Fund Performance

USRAX performance across multiple time periods: 1-month -1.22%, YTD 8.96%, 1-year 11.50%, 3-year 16.10%, 5-year 10.15%.

USRAX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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