CSURX Mutual Fund

CSURX Mutual Fund

NAV$26.32
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Returns Overview

1 Month
+0.61%
3 Months
-0.68%
6 Months
+7.67%
YTD
+11.31%
1 Year
+17.78%
3 Years (annualized)
+11.40%
5 Years (annualized)
+8.02%
10 Years (annualized)
+8.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSURX 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
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📉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)
+11.31%
Peer Avg (YTD)
+12.53%
vs Peers
-1.22%

CSURX Mutual Fund Performance

CSURX performance across multiple time periods: 1-month 0.61%, YTD 11.31%, 1-year 17.78%, 3-year 11.40%, 5-year 8.02%, 10-year 8.24%.

CSURX returns trail the peer average of 12.53% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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