CUSDX Mutual Fund

CUSDX Mutual Fund

NAV$9.98
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Returns Overview

1 Month
+0.20%
3 Months
+0.48%
6 Months
+1.44%
YTD
+2.47%
1 Year
+3.30%
3 Years (annualized)
+4.93%
5 Years (annualized)
+3.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CUSDX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg U.S. Treasury Bills: 1-3 Months(^BBGUSTR1T3MI)
This Mutual Fund (YTD)
+2.47%
Peer Avg (YTD)
+1.93%
vs Peers
+0.55%

CUSDX Mutual Fund Performance

CUSDX performance across multiple time periods: 1-month 0.20%, YTD 2.47%, 1-year 3.30%, 3-year 4.93%, 5-year 3.84%.

CUSDX returns outperform the peer average of 1.93% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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