CSUAX Mutual Fund

CSUAX Mutual Fund

NAV$25.38
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Returns Overview

1 Month
-5.77%
3 Months
-6.42%
6 Months
-4.59%
YTD
+3.60%
1 Year
+4.95%
3 Years (annualized)
+13.29%
5 Years (annualized)
+7.42%
10 Years (annualized)
+8.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSUAX 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
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📉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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.60%
Peer Avg (YTD)
+4.73%
vs Peers
-1.13%

CSUAX Mutual Fund Performance

CSUAX performance across multiple time periods: 1-month -5.77%, YTD 3.60%, 1-year 4.95%, 3-year 13.29%, 5-year 7.42%, 10-year 8.59%.

CSUAX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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