USTIX Mutual Fund

USTIX Mutual Fund

NAV$10.11
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Returns Overview

1 Month
-1.83%
3 Months
-1.85%
6 Months
-0.86%
YTD
-0.59%
1 Year
+0.03%
3 Years (annualized)
+3.70%
5 Years (annualized)
+1.63%
10 Years (annualized)
+1.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USTIX 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
Lipper Short Municipal Debt Funds Index
This Mutual Fund (YTD)
-0.59%
Peer Avg (YTD)
-3.84%
vs Peers
+3.25%

USTIX Mutual Fund Performance

USTIX performance across multiple time periods: 1-month -1.83%, YTD -0.59%, 1-year 0.03%, 3-year 3.70%, 5-year 1.63%, 10-year 1.75%.

USTIX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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