CUSRX Mutual Fund

CUSRX Mutual Fund

NAV$13.30
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Returns Overview

1 Month
-8.44%
3 Months
+6.85%
6 Months
+6.46%
YTD
+9.99%
1 Year
+3.88%
3 Years (annualized)
+9.03%
5 Years (annualized)
+5.10%
10 Years (annualized)
+10.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CUSRX 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)
+9.99%
Peer Avg (YTD)
+15.20%
vs Peers
-5.20%

CUSRX Mutual Fund Performance

CUSRX performance across multiple time periods: 1-month -8.44%, YTD 9.99%, 1-year 3.88%, 3-year 9.03%, 5-year 5.10%, 10-year 10.24%.

CUSRX returns trail the peer average of 15.20% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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