USPCX Mutual Fund

USPCX Mutual Fund

NAV$33.88
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Returns Overview

1 Month
+3.67%
3 Months
+7.22%
6 Months
+9.12%
YTD
+12.38%
1 Year
+16.45%
3 Years (annualized)
+11.99%
5 Years (annualized)
+8.32%
10 Years (annualized)
+10.17%

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)
+12.38%
Peer Avg (YTD)
+12.44%
vs Peers
-0.06%

USPCX Mutual Fund Performance

USPCX performance across multiple time periods: 1-month 3.67%, YTD 12.38%, 1-year 16.45%, 3-year 11.99%, 5-year 8.32%, 10-year 10.17%.

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.