USTVX Mutual Fund

USTVX Mutual Fund

NAV$14.76
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Returns Overview

1 Month
-0.59%
3 Months
-0.39%
6 Months
-0.10%
YTD
+0.07%
1 Year
+1.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USTVX 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
Bloomberg US Treasury Index
This Mutual Fund (YTD)
+0.07%
Peer Avg (YTD)
+0.50%
vs Peers
-0.43%

USTVX Mutual Fund Performance

USTVX performance across multiple time periods: 1-month -0.59%, YTD 0.07%, 1-year 1.03%.

USTVX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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