USGRX Mutual Fund

USGRX Mutual Fund

NAV$29.05
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Returns Overview

1 Month
+2.34%
3 Months
+4.44%
6 Months
+11.09%
YTD
+14.07%
1 Year
+21.22%
3 Years (annualized)
+20.01%
5 Years (annualized)
+11.66%
10 Years (annualized)
+13.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USGRX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+14.07%
Peer Avg (YTD)
+11.21%
vs Peers
+2.86%

USGRX Mutual Fund Performance

USGRX performance across multiple time periods: 1-month 2.34%, YTD 14.07%, 1-year 21.22%, 3-year 20.01%, 5-year 11.66%, 10-year 13.20%.

USGRX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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