CUGAX Mutual Fund

CUGAX Mutual Fund

NAV$7.96
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Returns Overview

1 Month
+0.73%
3 Months
-0.10%
6 Months
-0.44%
YTD
+1.68%
1 Year
+3.80%
3 Years (annualized)
+5.86%
5 Years (annualized)
-0.41%
10 Years (annualized)
+1.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CUGAX 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
ICE BofA Merrill Lynch 3-Month US Treasury Note Index
This Mutual Fund (YTD)
+1.68%
Peer Avg (YTD)
+4.75%
vs Peers
-3.06%

CUGAX Mutual Fund Performance

CUGAX performance across multiple time periods: 1-month 0.73%, YTD 1.68%, 1-year 3.80%, 3-year 5.86%, 5-year -0.41%, 10-year 1.18%.

CUGAX returns trail the peer average of 4.75% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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