CUSEX Mutual Fund

CUSEX Mutual Fund

NAV$41.01
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Returns Overview

1 Month
-0.69%
3 Months
-0.97%
6 Months
+4.43%
YTD
+9.19%
1 Year
+11.18%
3 Years (annualized)
+20.99%
5 Years (annualized)
+10.81%
10 Years (annualized)
+12.79%

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)
+9.19%
Peer Avg (YTD)
+5.23%
vs Peers
+3.96%

CUSEX Mutual Fund Performance

CUSEX performance across multiple time periods: 1-month -0.69%, YTD 9.19%, 1-year 11.18%, 3-year 20.99%, 5-year 10.81%, 10-year 12.79%.

CUSEX returns outperform the peer average of 5.23% 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.