CUSEX Mutual Fund

CUSEX Mutual Fund

NAV$40.76
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Returns Overview

1 Month
+0.83%
3 Months
+1.69%
6 Months
+10.26%
YTD
+11.18%
1 Year
+18.54%
3 Years (annualized)
+19.87%
5 Years (annualized)
+11.61%
10 Years (annualized)
+12.62%

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)
+11.18%
Peer Avg (YTD)
+8.51%
vs Peers
+2.67%

CUSEX Mutual Fund Performance

CUSEX performance across multiple time periods: 1-month 0.83%, YTD 11.18%, 1-year 18.54%, 3-year 19.87%, 5-year 11.61%, 10-year 12.62%.

CUSEX returns outperform the peer average of 8.51% 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.