CSUZX Mutual Fund

CSUZX Mutual Fund

NAV$26.22
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Returns Overview

1 Month
+0.65%
3 Months
-0.58%
6 Months
+7.91%
YTD
+11.61%
1 Year
+18.34%
3 Years (annualized)
+11.96%
5 Years (annualized)
+8.61%
10 Years (annualized)
+8.81%

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)
+11.61%
Peer Avg (YTD)
+12.53%
vs Peers
-0.92%

CSUZX Mutual Fund Performance

CSUZX performance across multiple time periods: 1-month 0.65%, YTD 11.61%, 1-year 18.34%, 3-year 11.96%, 5-year 8.61%, 10-year 8.81%.

CSUZX 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.

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