CUSUX Mutual Fund

CUSUX Mutual Fund

NAV$21.36
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Returns Overview

1 Month
-0.14%
3 Months
+2.75%
6 Months
+18.14%
YTD
+9.59%
1 Year
+14.11%
3 Years (annualized)
+20.09%
5 Years (annualized)
+10.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CUSUX 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
MSCI USA Index(.MIUS00000NUS)
This Mutual Fund (YTD)
+9.59%
Peer Avg (YTD)
+9.98%
vs Peers
-0.39%

CUSUX Mutual Fund Performance

CUSUX performance across multiple time periods: 1-month -0.14%, YTD 9.59%, 1-year 14.11%, 3-year 20.09%, 5-year 10.88%.

CUSUX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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