USCRX Mutual Fund

NAV$30.38

Returns Overview

1 Month
+0.87%
3 Months
+9.17%
6 Months
+9.05%
YTD
+8.50%
1 Year
+27.52%
3 Years (annualized)
+15.97%
5 Years (annualized)
+8.16%
10 Years (annualized)
+8.22%

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

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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
MSCI USA Investable Market Index (IMI) Gross
This Mutual Fund (YTD)
+8.50%
Peer Avg (YTD)
+5.87%
vs Peers
+2.64%

USCRX Mutual Fund Performance

USCRX performance across multiple time periods: 1-month 0.87%, YTD 8.50%, 1-year 27.52%, 3-year 15.97%, 5-year 8.16%, 10-year 8.22%.

USCRX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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