CUTAX Mutual Fund

CUTAX Mutual Fund

NAV$9.53
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Returns Overview

1 Month
-3.43%
3 Months
-4.66%
6 Months
-3.20%
YTD
-2.79%
1 Year
-2.06%
3 Years (annualized)
+3.34%
5 Years (annualized)
+2.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CUTAX 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
PROUpgrade to run
🏦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
IMONEYNET TAXFREE NATIONAL INSTITUTIONAL MONEY MARKET INDEX
This Mutual Fund (YTD)
-2.79%
Peer Avg (YTD)
-3.84%
vs Peers
+1.05%

CUTAX Mutual Fund Performance

CUTAX performance across multiple time periods: 1-month -3.43%, YTD -2.79%, 1-year -2.06%, 3-year 3.34%, 5-year 2.30%.

CUTAX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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