CUSCX Mutual Fund

NAV$12.90

Returns Overview

1 Month
+7.54%
3 Months
+13.99%
6 Months
+10.82%
YTD
+10.34%
1 Year
+18.38%
3 Years (annualized)
+8.20%
5 Years (annualized)
+3.98%
10 Years (annualized)
+7.86%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+10.34%
Peer Avg (YTD)
+18.52%
vs Peers
-8.19%

CUSCX Mutual Fund Performance

CUSCX performance across multiple time periods: 1-month 7.54%, YTD 10.34%, 1-year 18.38%, 3-year 8.20%, 5-year 3.98%, 10-year 7.86%.

CUSCX returns trail the peer average of 18.52% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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