USGRX Mutual Fund

NAV$28.85

Returns Overview

1 Month
+0.82%
3 Months
+12.26%
6 Months
+10.59%
YTD
+10.11%
1 Year
+29.85%
3 Years (annualized)
+21.90%
5 Years (annualized)
+13.35%
10 Years (annualized)
+14.23%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.11%
Peer Avg (YTD)
+9.51%
vs Peers
+0.61%

USGRX Mutual Fund Performance

USGRX performance across multiple time periods: 1-month 0.82%, YTD 10.11%, 1-year 29.85%, 3-year 21.90%, 5-year 13.35%, 10-year 14.23%.

USGRX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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