CSUZX Mutual Fund

CSUZX Mutual Fund

NAV$26.48
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Returns Overview

1 Month
+7.97%
3 Months
+0.49%
6 Months
-0.09%
YTD
+12.17%
1 Year
+14.96%
3 Years (annualized)
+16.49%
5 Years (annualized)
+8.25%
10 Years (annualized)
+9.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSUZX 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)
+12.17%
Peer Avg (YTD)
+7.23%
vs Peers
+4.94%

CSUZX Mutual Fund Performance

CSUZX performance across multiple time periods: 1-month 7.97%, YTD 12.17%, 1-year 14.96%, 3-year 16.49%, 5-year 8.25%, 10-year 9.41%.

CSUZX returns outperform the peer average of 7.23% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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