CSUCX Mutual Fund

CSUCX Mutual Fund

NAV$26.17
See how much of CSUCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+7.90%
3 Months
+0.27%
6 Months
-0.54%
YTD
+11.26%
1 Year
+13.84%
3 Years (annualized)
+15.35%
5 Years (annualized)
+7.08%
10 Years (annualized)
+8.28%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.26%
Peer Avg (YTD)
+7.23%
vs Peers
+4.03%

CSUCX Mutual Fund Performance

CSUCX performance across multiple time periods: 1-month 7.90%, YTD 11.26%, 1-year 13.84%, 3-year 15.35%, 5-year 7.08%, 10-year 8.28%.

CSUCX returns outperform the peer average of 7.23% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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