CSUAX Mutual Fund

NAV$25.94

Returns Overview

1 Month
+1.85%
3 Months
+1.96%
6 Months
+11.49%
YTD
+10.71%
1 Year
+17.65%
3 Years (annualized)
+11.86%
5 Years (annualized)
+8.43%
10 Years (annualized)
+8.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSUAX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.71%
Peer Avg (YTD)
+11.24%
vs Peers
-0.53%

CSUAX Mutual Fund Performance

CSUAX performance across multiple time periods: 1-month 1.85%, YTD 10.71%, 1-year 17.65%, 3-year 11.86%, 5-year 8.43%, 10-year 8.47%.

CSUAX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

CSUAX performance comparison shows side-by-side returns with another fund. CSUAX alternatives are available in the Mutual Fund Screener.