USSTX Mutual Fund

USSTX Mutual Fund

NAV$10.10
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Returns Overview

1 Month
-1.93%
3 Months
-1.95%
6 Months
-0.98%
YTD
-0.62%
1 Year
-0.11%
3 Years (annualized)
+3.65%
5 Years (annualized)
+1.52%
10 Years (annualized)
+1.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USSTX 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
PROUpgrade to run
🏦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 Short Municipal Debt Funds Index
This Mutual Fund (YTD)
-0.62%
Peer Avg (YTD)
-3.82%
vs Peers
+3.20%

USSTX Mutual Fund Performance

USSTX performance across multiple time periods: 1-month -1.93%, YTD -0.62%, 1-year -0.11%, 3-year 3.65%, 5-year 1.52%, 10-year 1.63%.

USSTX returns outperform the peer average of -3.82% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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