USCAX Mutual Fund

USCAX Mutual Fund

NAV$16.27
See how much of USCAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.74%
3 Months
-5.64%
6 Months
+18.34%
YTD
+18.60%
1 Year
+22.46%
3 Years (annualized)
+15.45%
5 Years (annualized)
+6.28%
10 Years (annualized)
+10.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USCAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+18.60%
Peer Avg (YTD)
+10.34%
vs Peers
+8.26%

USCAX Mutual Fund Performance

USCAX performance across multiple time periods: 1-month -4.74%, YTD 18.60%, 1-year 22.46%, 3-year 15.45%, 5-year 6.28%, 10-year 10.57%.

USCAX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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