CSUIX Mutual Fund

NAV$26.02

Returns Overview

1 Month
+1.85%
3 Months
+2.04%
6 Months
+11.67%
YTD
+10.89%
1 Year
+18.02%
3 Years (annualized)
+12.25%
5 Years (annualized)
+8.84%
10 Years (annualized)
+8.86%

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
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)
+10.89%
Peer Avg (YTD)
+11.24%
vs Peers
-0.35%

CSUIX Mutual Fund Performance

CSUIX performance across multiple time periods: 1-month 1.85%, YTD 10.89%, 1-year 18.02%, 3-year 12.25%, 5-year 8.84%, 10-year 8.86%.

CSUIX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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