USCAX Mutual Fund

USCAX Mutual Fund

NAV$16.30
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Returns Overview

1 Month
+1.08%
3 Months
+7.32%
6 Months
+18.05%
YTD
+24.50%
1 Year
+29.38%
3 Years (annualized)
+15.45%
5 Years (annualized)
+6.28%
10 Years (annualized)
+10.57%

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)
+24.50%
Peer Avg (YTD)
+15.20%
vs Peers
+9.30%

USCAX Mutual Fund Performance

USCAX performance across multiple time periods: 1-month 1.08%, YTD 24.50%, 1-year 29.38%, 3-year 15.45%, 5-year 6.28%, 10-year 10.57%.

USCAX returns outperform the peer average of 15.20% 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.