CUURX Mutual Fund

CUURX Mutual Fund

NAV$59.50
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Returns Overview

1 Month
-7.42%
3 Months
-6.87%
6 Months
+15.59%
YTD
+16.15%
1 Year
+21.48%
3 Years (annualized)
+19.57%
5 Years (annualized)
+13.54%
10 Years (annualized)
+14.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CUURX 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)
+16.15%
Peer Avg (YTD)
+10.34%
vs Peers
+5.81%

CUURX Mutual Fund Performance

CUURX performance across multiple time periods: 1-month -7.42%, YTD 16.15%, 1-year 21.48%, 3-year 19.57%, 5-year 13.54%, 10-year 14.54%.

CUURX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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