USTCX Mutual Fund

USTCX Mutual Fund

NAV$38.82
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Returns Overview

1 Month
+3.38%
3 Months
+2.55%
6 Months
+40.54%
YTD
+26.37%
1 Year
+27.82%
3 Years (annualized)
+26.18%
5 Years (annualized)
+6.02%
10 Years (annualized)
+14.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USTCX 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
S&P North American Technology Index
This Mutual Fund (YTD)
+26.37%
Peer Avg (YTD)
+16.41%
vs Peers
+9.96%

USTCX Mutual Fund Performance

USTCX performance across multiple time periods: 1-month 3.38%, YTD 26.37%, 1-year 27.82%, 3-year 26.18%, 5-year 6.02%, 10-year 14.68%.

USTCX returns outperform the peer average of 16.41% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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