CSURX Mutual Fund

CSURX Mutual Fund

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Returns Overview

1 Month
-5.77%
3 Months
-6.41%
6 Months
-7.93%
YTD
+4.22%
1 Year
+4.82%
3 Years (annualized)
+13.85%
5 Years (annualized)
+6.60%
10 Years (annualized)
+6.88%

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
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)
+4.22%
Peer Avg (YTD)
+4.73%
vs Peers
-0.52%

CSURX Mutual Fund Performance

CSURX performance across multiple time periods: 1-month -5.77%, YTD 4.22%, 1-year 4.82%, 3-year 13.85%, 5-year 6.60%, 10-year 6.88%.

CSURX returns trail the peer average of 4.73% 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.