USCRX Mutual Fund

USCRX Mutual Fund

NAV$29.36
See how much of USCRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.37%
3 Months
-1.14%
6 Months
+1.79%
YTD
+6.84%
1 Year
+8.91%
3 Years (annualized)
+14.54%
5 Years (annualized)
+5.88%
10 Years (annualized)
+7.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USCRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI USA Investable Market Index (IMI) Gross
This Mutual Fund (YTD)
+6.84%
Peer Avg (YTD)
+5.28%
vs Peers
+1.56%

USCRX Mutual Fund Performance

USCRX performance across multiple time periods: 1-month -0.37%, YTD 6.84%, 1-year 8.91%, 3-year 14.54%, 5-year 5.88%, 10-year 7.06%.

USCRX returns outperform the peer average of 5.28% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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