USCAX Mutual Fund

NAV$17.24

Returns Overview

1 Month
+8.33%
3 Months
+25.41%
6 Months
+26.62%
YTD
+25.68%
1 Year
+51.54%
3 Years (annualized)
+18.63%
5 Years (annualized)
+15.14%
10 Years (annualized)
+15.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USCAX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+25.68%
Peer Avg (YTD)
+18.52%
vs Peers
+7.16%

USCAX Mutual Fund Performance

USCAX performance across multiple time periods: 1-month 8.33%, YTD 25.68%, 1-year 51.54%, 3-year 18.63%, 5-year 15.14%, 10-year 15.96%.

USCAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

USCAX performance comparison shows side-by-side returns with another fund. USCAX alternatives are available in the Mutual Fund Screener.