USGRX Mutual Fund

USGRX Mutual Fund

NAV$28.98
See how much of USGRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.22%
3 Months
+5.91%
6 Months
+9.35%
YTD
+11.46%
1 Year
+21.61%
3 Years (annualized)
+18.60%
5 Years (annualized)
+11.73%
10 Years (annualized)
+13.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USGRX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.46%
Peer Avg (YTD)
+9.41%
vs Peers
+2.05%

USGRX Mutual Fund Performance

USGRX performance across multiple time periods: 1-month 1.22%, YTD 11.46%, 1-year 21.61%, 3-year 18.60%, 5-year 11.73%, 10-year 13.83%.

USGRX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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