CUSCX Mutual Fund

CUSCX Mutual Fund

NAV$11.56
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Returns Overview

1 Month
-8.48%
3 Months
-9.27%
6 Months
+3.42%
YTD
+0.11%
1 Year
-5.61%
3 Years (annualized)
+8.32%
5 Years (annualized)
+4.39%
10 Years (annualized)
+7.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CUSCX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+0.11%
Peer Avg (YTD)
+10.34%
vs Peers
-10.23%

CUSCX Mutual Fund Performance

CUSCX performance across multiple time periods: 1-month -8.48%, YTD 0.11%, 1-year -5.61%, 3-year 8.32%, 5-year 4.39%, 10-year 7.21%.

CUSCX returns trail the peer average of 10.34% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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