CHUSX Mutual Fund

CHUSX Mutual Fund

NAV$28.63
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Returns Overview

1 Month
-1.72%
3 Months
-5.94%
6 Months
+6.78%
YTD
+2.22%
1 Year
+0.72%
3 Years (annualized)
+18.23%
5 Years (annualized)
+6.68%
10 Years (annualized)
+11.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHUSX 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
MSCI All Country World Index Gross
This Mutual Fund (YTD)
+2.22%
Peer Avg (YTD)
+8.68%
vs Peers
-6.46%

CHUSX Mutual Fund Performance

CHUSX performance across multiple time periods: 1-month -1.72%, YTD 2.22%, 1-year 0.72%, 3-year 18.23%, 5-year 6.68%, 10-year 11.07%.

CHUSX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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