CSUIX Mutual Fund

CSUIX Mutual Fund

NAV$25.24
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Returns Overview

1 Month
+0.61%
3 Months
-0.59%
6 Months
+7.91%
YTD
+11.57%
1 Year
+18.30%
3 Years (annualized)
+12.95%
5 Years (annualized)
+8.23%
10 Years (annualized)
+8.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSUIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.57%
Peer Avg (YTD)
+12.53%
vs Peers
-0.96%

CSUIX Mutual Fund Performance

CSUIX performance across multiple time periods: 1-month 0.61%, YTD 11.57%, 1-year 18.30%, 3-year 12.95%, 5-year 8.23%, 10-year 8.04%.

CSUIX returns trail the peer average of 12.53% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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