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USSCX: SCIENCE & TECHNOLOGY FUND SCIENCE & TECHNOLOGY FUND SHARES (MUTUAL FUND)
Basic Info 37.65 2.33(5.83%) June 05
| Asset Class: | Technology |
| MyPlanIQ Rating: | (56%) |
| Start Date: | 10/01/1997 |
| Last Dividend Date: | 12/12/2025 |
| 12-Mo. Yield | 10.48% |
| Expenses | 0.95% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/01/1997 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -5.0 | 14.8 | 34.8 | 25.3 | 6.4 | 14.8 | 14.9 | 12.4 | 8.8 | 17.9 | 30.6 | 34.0 | -41.8 | -3.5 | 60.6 | 37.8 | -4.3 | 36.1 | 2.6 | 10.9 | 19.8 | 41.1 | 18.1 | -0.6 | 13.6 | 50.8 | -43.3 | 11.6 | 9.7 | 11.2 | 3.1 | 53.0 | -38.6 | -38.9 | -16.7 | 47.0 | 46.6 | -7.3 |
| Sharpe Ratio | NA | 2.33 | 2.13 | 1.07 | 0.18 | 0.54 | NA | NA | 0.29 | 0.54 | 1.26 | 1.49 | -1.14 | -0.14 | 1.53 | 2.07 | -0.26 | 3.41 | 0.15 | 0.66 | 1.38 | 3.46 | 1.26 | -0.02 | 0.74 | 2.04 | -1.18 | 0.53 | 0.42 | 0.73 | 0.11 | 2.38 | -1.11 | -0.85 | -0.5 | 1.86 | 1.69 | -0.83 |
| Draw Down(%) | NA | 16.6 | 18.2 | 29.2 | 49.9 | 52.7 | NA | NA | 79.5 | 28.8 | 13.4 | 17.4 | 45.4 | 20.3 | 35.2 | 12.5 | 23.3 | 5.1 | 15.5 | 14.0 | 10.3 | 5.3 | 10.9 | 20.1 | 15.4 | 19.0 | 52.1 | 10.0 | 15.2 | 12.6 | 22.6 | 13.9 | 52.1 | 60.1 | 39.1 | 10.6 | 25.9 | 17.0 |
| Standard Deviation(%) | NA | 24.1 | 20.6 | 23.6 | 26.8 | 25.6 | NA | NA | 25.7 | 27.8 | 21.4 | 20.5 | 38.1 | 25.1 | 39.1 | 17.6 | 22.4 | 10.4 | 16.0 | 16.5 | 14.4 | 11.9 | 14.4 | 24.6 | 18.3 | 24.8 | 37.3 | 16.0 | 14.9 | 12.2 | 19.6 | 22.0 | 35.8 | 49.3 | 41.7 | 23.4 | 25.6 | 35.9 |
| Treynor Ratio | NA | 0.58 | 0.46 | 0.26 | 0.05 | 0.14 | NA | NA | 0.08 | 0.16 | 0.29 | 0.31 | -0.41 | -0.03 | 0.65 | 0.4 | -0.06 | 0.42 | 0.03 | 0.12 | 0.21 | 0.5 | 0.22 | -0.01 | 0.15 | 0.59 | -0.49 | 0.1 | 0.07 | 0.1 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.05 | -0.03 | -0.01 | -0.05 | -0.03 | NA | NA | 0.0 | -0.01 | 0.01 | -0.05 | -0.06 | -0.13 | 0.05 | -0.02 | -0.03 | 0.01 | -0.04 | 0.02 | 0.01 | 0.05 | 0.02 | 0.0 | 0.01 | 0.0 | -0.03 | -0.01 | 0.0 | 0.03 | 0.03 | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.97 | 0.95 | 0.95 | 0.99 | 0.96 | NA | NA | 0.93 | 0.95 | 0.93 | 0.97 | 1.04 | 1.1 | 0.92 | 0.9 | 0.92 | 0.85 | 0.9 | 0.87 | 0.96 | 0.83 | 0.83 | 0.96 | 0.89 | 0.86 | 0.9 | 0.87 | 0.91 | 0.86 | 0.96 | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.9 | 0.9 | 0.91 | 0.87 | 0.88 | NA | NA | 0.55 | 0.94 | 0.9 | 0.81 | 0.87 | 0.76 | 0.91 | 0.86 | 0.94 | 0.84 | 0.88 | 0.89 | 0.88 | 0.77 | 0.9 | 0.97 | 0.96 | 0.96 | 0.97 | 0.94 | 0.92 | 0.89 | 0.87 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 10.1 | 4.9 | 4.4 | 10.7 | 14.1 | 13.4 | N/A | 10.1 | 0.0 | 0.0 | 0.0 | 13.1 | 8.0 | 30.0 | 13.5 | 10.3 | 4.2 | 6.8 | 13.2 | 10.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.9 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | -52.6 | -49.2 | 316.7 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 141.4 | -70.8 | 80.1 | 65.5 | 151.6 | -37.4 | -44.2 | 57.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/1997
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