CUGYX Mutual Fund

CUGYX Mutual Fund

NAV$17.56
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Returns Overview

1 Month
-1.47%
3 Months
-1.26%
6 Months
-1.25%
YTD
-0.99%
1 Year
+2.83%
3 Years (annualized)
+4.77%
5 Years (annualized)
-1.18%
10 Years (annualized)
+1.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CUGYX 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
Bloomberg US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
-0.99%
Peer Avg (YTD)
+0.12%
vs Peers
-1.11%

CUGYX Mutual Fund Performance

CUGYX performance across multiple time periods: 1-month -1.47%, YTD -0.99%, 1-year 2.83%, 3-year 4.77%, 5-year -1.18%, 10-year 1.37%.

CUGYX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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