USCRX Mutual Fund

USCRX Mutual Fund

NAV$30.25
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Returns Overview

1 Month
-0.40%
3 Months
+2.96%
6 Months
+6.19%
YTD
+8.07%
1 Year
+17.58%
3 Years (annualized)
+12.13%
5 Years (annualized)
+6.36%
10 Years (annualized)
+7.09%

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)
+8.07%
Peer Avg (YTD)
+5.54%
vs Peers
+2.53%

USCRX Mutual Fund Performance

USCRX performance across multiple time periods: 1-month -0.40%, YTD 8.07%, 1-year 17.58%, 3-year 12.13%, 5-year 6.36%, 10-year 7.09%.

USCRX returns outperform the peer average of 5.54% 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.