CUSOX Mutual Fund

CUSOX Mutual Fund

NAV$9.24
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Returns Overview

1 Month
+0.11%
3 Months
+0.78%
6 Months
+1.86%
YTD
+2.60%
1 Year
+3.76%
3 Years (annualized)
+5.10%
5 Years (annualized)
+3.88%
10 Years (annualized)
+2.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CUSOX 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
Bloomberg US Short-Term Government/Corporate Index
This Mutual Fund (YTD)
+2.60%
Peer Avg (YTD)
+0.50%
vs Peers
+2.10%

CUSOX Mutual Fund Performance

CUSOX performance across multiple time periods: 1-month 0.11%, YTD 2.60%, 1-year 3.76%, 3-year 5.10%, 5-year 3.88%, 10-year 2.66%.

CUSOX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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