USCRX Mutual Fund

USCRX Mutual Fund

NAV$29.68
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Returns Overview

1 Month
+1.91%
3 Months
+2.39%
6 Months
+5.99%
YTD
+10.13%
1 Year
+16.66%
3 Years (annualized)
+13.63%
5 Years (annualized)
+6.53%
10 Years (annualized)
+7.28%

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
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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
MSCI USA Investable Market Index (IMI) Gross
This Mutual Fund (YTD)
+10.13%
Peer Avg (YTD)
+6.28%
vs Peers
+3.85%

USCRX Mutual Fund Performance

USCRX performance across multiple time periods: 1-month 1.91%, YTD 10.13%, 1-year 16.66%, 3-year 13.63%, 5-year 6.53%, 10-year 7.28%.

USCRX returns outperform the peer average of 6.28% 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.