USCCX Mutual Fund

USCCX Mutual Fund

NAV$11.29
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Returns Overview

1 Month
-2.18%
3 Months
-1.24%
6 Months
+2.32%
YTD
+2.69%
1 Year
+5.40%
3 Years (annualized)
+8.85%
5 Years (annualized)
+3.76%
10 Years (annualized)
+4.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USCCX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+2.69%
Peer Avg (YTD)
+2.46%
vs Peers
+0.23%

USCCX Mutual Fund Performance

USCCX performance across multiple time periods: 1-month -2.18%, YTD 2.69%, 1-year 5.40%, 3-year 8.85%, 5-year 3.76%, 10-year 4.73%.

USCCX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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