USGRX Mutual Fund

USGRX Mutual Fund

NAV$29.11
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Returns Overview

1 Month
+2.58%
3 Months
+3.25%
6 Months
+9.35%
YTD
+15.08%
1 Year
+16.96%
3 Years (annualized)
+23.06%
5 Years (annualized)
+11.49%
10 Years (annualized)
+13.32%

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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+15.08%
Peer Avg (YTD)
+9.28%
vs Peers
+5.80%

USGRX Mutual Fund Performance

USGRX performance across multiple time periods: 1-month 2.58%, YTD 15.08%, 1-year 16.96%, 3-year 23.06%, 5-year 11.49%, 10-year 13.32%.

USGRX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.83%, 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.