CSUCX Mutual Fund

NAV$25.88

Returns Overview

1 Month
+1.80%
3 Months
+1.80%
6 Months
+11.15%
YTD
+10.37%
1 Year
+16.89%
3 Years (annualized)
+11.12%
5 Years (annualized)
+7.66%
10 Years (annualized)
+7.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSUCX 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)
+10.37%
Peer Avg (YTD)
+11.24%
vs Peers
-0.87%

CSUCX Mutual Fund Performance

CSUCX performance across multiple time periods: 1-month 1.80%, YTD 10.37%, 1-year 16.89%, 3-year 11.12%, 5-year 7.66%, 10-year 7.74%.

CSUCX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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