CUSEX Mutual Fund

CUSEX Mutual Fund

NAV$41.39
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Returns Overview

1 Month
-1.23%
3 Months
+5.45%
6 Months
+10.26%
YTD
+10.26%
1 Year
+18.37%
3 Years (annualized)
+18.91%
5 Years (annualized)
+11.94%
10 Years (annualized)
+13.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CUSEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.26%
Peer Avg (YTD)
+6.23%
vs Peers
+4.03%

CUSEX Mutual Fund Performance

CUSEX performance across multiple time periods: 1-month -1.23%, YTD 10.26%, 1-year 18.37%, 3-year 18.91%, 5-year 11.94%, 10-year 13.96%.

CUSEX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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