USCCX Mutual Fund

USCCX Mutual Fund

NAV$11.31
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Returns Overview

1 Month
+1.25%
3 Months
+0.25%
6 Months
+1.51%
YTD
+3.97%
1 Year
+5.01%
3 Years (annualized)
+10.08%
5 Years (annualized)
+3.83%
10 Years (annualized)
+4.77%

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)
+3.97%
Peer Avg (YTD)
+3.02%
vs Peers
+0.95%

USCCX Mutual Fund Performance

USCCX performance across multiple time periods: 1-month 1.25%, YTD 3.97%, 1-year 5.01%, 3-year 10.08%, 5-year 3.83%, 10-year 4.77%.

USCCX returns outperform the peer average of 3.02% 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.