CUHAX Mutual Fund

NAV$10.49
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Returns Overview

1 Month
-3.40%
3 Months
-0.65%
6 Months
-1.70%
YTD
-0.47%
1 Year
+4.15%
3 Years (annualized)
-0.88%
5 Years (annualized)
+9.26%
10 Years (annualized)
+6.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CUHAX 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

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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
Nasdaq Victory US Large Cap 500 Long/Cash Vol.Wtd Index
This Mutual Fund (YTD)
-0.47%
Peer Avg (YTD)
-2.60%
vs Peers
+2.14%

CUHAX Mutual Fund Performance

CUHAX performance across multiple time periods: 1-month -3.40%, YTD -0.47%, 1-year 4.15%, 3-year -0.88%, 5-year 9.26%, 10-year 6.04%.

CUHAX returns outperform the peer average of -2.60% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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