CUSIX Mutual Fund

CUSIX Mutual Fund

NAV$14.39
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Returns Overview

1 Month
+3.95%
3 Months
-3.37%
6 Months
+0.30%
YTD
+4.80%
1 Year
+3.86%
3 Years (annualized)
+10.12%
5 Years (annualized)
+2.98%
10 Years (annualized)
+7.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CUSIX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+4.80%
Peer Avg (YTD)
+12.21%
vs Peers
-7.40%

CUSIX Mutual Fund Performance

CUSIX performance across multiple time periods: 1-month 3.95%, YTD 4.80%, 1-year 3.86%, 3-year 10.12%, 5-year 2.98%, 10-year 7.54%.

CUSIX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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