CSUCX Mutual Fund

CSUCX Mutual Fund

NAV$25.34
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Returns Overview

1 Month
-5.81%
3 Months
-6.57%
6 Months
-4.89%
YTD
+3.11%
1 Year
+4.28%
3 Years (annualized)
+12.55%
5 Years (annualized)
+6.66%
10 Years (annualized)
+7.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSUCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.11%
Peer Avg (YTD)
+4.73%
vs Peers
-1.62%

CSUCX Mutual Fund Performance

CSUCX performance across multiple time periods: 1-month -5.81%, YTD 3.11%, 1-year 4.28%, 3-year 12.55%, 5-year 6.66%, 10-year 7.85%.

CSUCX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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