CUHIX Mutual Fund

CUHIX Mutual Fund

NAV$10.50
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Returns Overview

1 Month
-3.35%
3 Months
-0.51%
6 Months
-1.58%
YTD
-0.32%
1 Year
+4.50%
3 Years (annualized)
-0.62%
5 Years (annualized)
+9.56%
10 Years (annualized)
+6.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CUHIX 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)
-0.32%
Peer Avg (YTD)
-2.60%
vs Peers
+2.28%

CUHIX Mutual Fund Performance

CUHIX performance across multiple time periods: 1-month -3.35%, YTD -0.32%, 1-year 4.50%, 3-year -0.62%, 5-year 9.56%, 10-year 6.30%.

CUHIX returns outperform the peer average of -2.60% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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