USPCX Mutual Fund

USPCX Mutual Fund

NAV$34.31
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Returns Overview

1 Month
-4.10%
3 Months
+4.58%
6 Months
+10.89%
YTD
+6.80%
1 Year
+11.18%
3 Years (annualized)
+11.99%
5 Years (annualized)
+8.32%
10 Years (annualized)
+10.17%

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)
+6.80%
Peer Avg (YTD)
+10.00%
vs Peers
-3.20%

USPCX Mutual Fund Performance

USPCX performance across multiple time periods: 1-month -4.10%, YTD 6.80%, 1-year 11.18%, 3-year 11.99%, 5-year 8.32%, 10-year 10.17%.

USPCX returns trail the peer average of 10.00% 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.