USTCX Mutual Fund

NAV$35.64

Returns Overview

1 Month
+1.77%
3 Months
+37.05%
6 Months
+22.75%
YTD
+23.23%
1 Year
+50.00%
3 Years (annualized)
+30.32%
5 Years (annualized)
+11.01%
10 Years (annualized)
+23.83%

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
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
S&P North American Technology Index
This Mutual Fund (YTD)
+23.23%
Peer Avg (YTD)
+16.06%
vs Peers
+7.17%

USTCX Mutual Fund Performance

USTCX performance across multiple time periods: 1-month 1.77%, YTD 23.23%, 1-year 50.00%, 3-year 30.32%, 5-year 11.01%, 10-year 23.83%.

USTCX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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