CUSCX Mutual Fund

CUSCX Mutual Fund

NAV$12.73
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Returns Overview

1 Month
-2.28%
3 Months
+3.61%
6 Months
+1.66%
YTD
+7.82%
1 Year
+11.96%
3 Years (annualized)
+3.78%
5 Years (annualized)
+3.82%
10 Years (annualized)
+6.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CUSCX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+7.82%
Peer Avg (YTD)
+15.31%
vs Peers
-7.49%

CUSCX Mutual Fund Performance

CUSCX performance across multiple time periods: 1-month -2.28%, YTD 7.82%, 1-year 11.96%, 3-year 3.78%, 5-year 3.82%, 10-year 6.97%.

CUSCX returns trail the peer average of 15.31% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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