USCAX Mutual Fund

USCAX Mutual Fund

NAV$17.14
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Returns Overview

1 Month
-2.00%
3 Months
+10.38%
6 Months
+19.21%
YTD
+23.17%
1 Year
+36.69%
3 Years (annualized)
+13.45%
5 Years (annualized)
+6.57%
10 Years (annualized)
+10.64%

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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+23.17%
Peer Avg (YTD)
+15.31%
vs Peers
+7.86%

USCAX Mutual Fund Performance

USCAX performance across multiple time periods: 1-month -2.00%, YTD 23.17%, 1-year 36.69%, 3-year 13.45%, 5-year 6.57%, 10-year 10.64%.

USCAX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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