USVAX Mutual Fund

USVAX Mutual Fund

NAV$9.70
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Returns Overview

1 Month
-5.22%
3 Months
-8.12%
6 Months
-4.59%
YTD
-4.75%
1 Year
-3.04%
3 Years (annualized)
+3.30%
5 Years (annualized)
-0.03%
10 Years (annualized)
+1.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USVAX 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 Virginia Municipal Debt Funds Index
This Mutual Fund (YTD)
-4.75%
Peer Avg (YTD)
-3.84%
vs Peers
-0.91%

USVAX Mutual Fund Performance

USVAX performance across multiple time periods: 1-month -5.22%, YTD -4.75%, 1-year -3.04%, 3-year 3.30%, 5-year -0.03%, 10-year 1.40%.

USVAX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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