USPCX Mutual Fund

USPCX Mutual Fund

NAV$34.64
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Returns Overview

1 Month
+5.20%
3 Months
+6.50%
6 Months
+6.66%
YTD
+7.43%
1 Year
+16.54%
3 Years (annualized)
+8.66%
5 Years (annualized)
+7.86%
10 Years (annualized)
+9.95%

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)
+7.43%
Peer Avg (YTD)
+11.41%
vs Peers
-3.99%

USPCX Mutual Fund Performance

USPCX performance across multiple time periods: 1-month 5.20%, YTD 7.43%, 1-year 16.54%, 3-year 8.66%, 5-year 7.86%, 10-year 9.95%.

USPCX returns trail the peer average of 11.41% 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.