CUGAX Mutual Fund

NAV$8.33
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Returns Overview

1 Month
+0.61%
3 Months
+1.85%
6 Months
+2.40%
YTD
+2.40%
1 Year
+5.54%
3 Years (annualized)
+5.85%
5 Years (annualized)
-0.34%
10 Years (annualized)
+1.39%

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
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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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA Merrill Lynch 3-Month US Treasury Note Index
This Mutual Fund (YTD)
+2.40%
Peer Avg (YTD)
+3.47%
vs Peers
-1.07%

CUGAX Mutual Fund Performance

CUGAX performance across multiple time periods: 1-month 0.61%, YTD 2.40%, 1-year 5.54%, 3-year 5.85%, 5-year -0.34%, 10-year 1.39%.

CUGAX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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