USPCX Mutual Fund

USPCX Mutual Fund

NAV$35.36
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Returns Overview

1 Month
+3.53%
3 Months
+2.93%
6 Months
+9.62%
YTD
+10.57%
1 Year
+15.36%
3 Years (annualized)
+13.95%
5 Years (annualized)
+7.29%
10 Years (annualized)
+10.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USPCX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+10.57%
Peer Avg (YTD)
+12.44%
vs Peers
-1.86%

USPCX Mutual Fund Performance

USPCX performance across multiple time periods: 1-month 3.53%, YTD 10.57%, 1-year 15.36%, 3-year 13.95%, 5-year 7.29%, 10-year 10.44%.

USPCX returns trail the peer average of 12.44% YTD. With an expense ratio of 2.15%, investors should weigh costs against performance when evaluating this mutual fund.

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