CUHCX Mutual Fund

CUHCX Mutual Fund

NAV$9.77
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Returns Overview

1 Month
-3.43%
3 Months
-0.76%
6 Months
-2.02%
YTD
-0.57%
1 Year
+3.42%
3 Years (annualized)
-1.60%
5 Years (annualized)
+8.47%
10 Years (annualized)
+5.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CUHCX 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
Nasdaq Victory US Large Cap 500 Long/Cash Vol.Wtd Index
This Mutual Fund (YTD)
-0.57%
Peer Avg (YTD)
-2.60%
vs Peers
+2.04%

CUHCX Mutual Fund Performance

CUHCX performance across multiple time periods: 1-month -3.43%, YTD -0.57%, 1-year 3.42%, 3-year -1.60%, 5-year 8.47%, 10-year 5.23%.

CUHCX returns outperform the peer average of -2.60% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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