CUSBX Mutual Fund

CUSBX Mutual Fund

NAV$9.26
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Returns Overview

1 Month
+0.24%
3 Months
+0.91%
6 Months
+1.79%
YTD
+2.14%
1 Year
+4.22%
3 Years (annualized)
+5.30%
5 Years (annualized)
+3.95%
10 Years (annualized)
+2.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CUSBX 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 Short-Term Government/Corporate Index
This Mutual Fund (YTD)
+2.14%
Peer Avg (YTD)
+0.12%
vs Peers
+2.02%

CUSBX Mutual Fund Performance

CUSBX performance across multiple time periods: 1-month 0.24%, YTD 2.14%, 1-year 4.22%, 3-year 5.30%, 5-year 3.95%, 10-year 2.81%.

CUSBX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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