Returns Overview

1 Month
-0.10%
3 Months
+0.42%
6 Months
+0.73%
YTD
+0.71%
1 Year
+5.78%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would USFI 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
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📉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

-0.10%

3 Months Performance

+0.42%

6 Months Performance

+0.73%

1 Year Performance

+5.78%

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index(NA)
This ETF (YTD)
+0.71%
Peer Avg (YTD)
+1.29%
vs Peers
-0.57%

USFI ETF Performance

USFI performance across multiple time periods: 1-month -0.10%, YTD 0.71%, 1-year 5.78%.

USFI returns trail the peer average of 1.29% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this ETF.

USFI performance comparison shows side-by-side returns with another fund. USFI alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.10%May 22, 2026 to Jun 22, 2026
3 Months+0.42%Mar 23, 2026 to Jun 22, 2026
6 Months+0.73%Dec 23, 2025 to Jun 22, 2026
1 Year+5.78%N/A

All returns shown are total returns, not annualized