USPCX Mutual Fund

NAV$35.26

Returns Overview

1 Month
-1.68%
3 Months
+6.03%
6 Months
+3.06%
YTD
+2.12%
1 Year
+13.08%
3 Years (annualized)
+8.31%
5 Years (annualized)
+6.77%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+2.12%
Peer Avg (YTD)
+9.49%
vs Peers
-7.37%

USPCX Mutual Fund Performance

USPCX performance across multiple time periods: 1-month -1.68%, YTD 2.12%, 1-year 13.08%, 3-year 8.31%, 5-year 6.77%, 10-year 9.95%.

USPCX returns trail the peer average of 9.49% YTD. With an expense ratio of 2.15%, investors should weigh costs against performance when evaluating this mutual fund.

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