CHUSX Mutual Fund

CHUSX Mutual Fund

NAV$26.59
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Returns Overview

1 Month
-4.25%
3 Months
-5.86%
6 Months
-6.70%
YTD
-2.12%
1 Year
-4.45%
3 Years (annualized)
+14.46%
5 Years (annualized)
+0.68%
10 Years (annualized)
+8.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHUSX 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 All Country World Index Gross
This Mutual Fund (YTD)
-2.12%
Peer Avg (YTD)
+5.23%
vs Peers
-7.35%

CHUSX Mutual Fund Performance

CHUSX performance across multiple time periods: 1-month -4.25%, YTD -2.12%, 1-year -4.45%, 3-year 14.46%, 5-year 0.68%, 10-year 8.30%.

CHUSX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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