CUSIX Mutual Fund

NAV$15.70

Returns Overview

1 Month
+7.57%
3 Months
+14.20%
6 Months
+11.33%
YTD
+10.85%
1 Year
+19.45%
3 Years (annualized)
+9.10%
5 Years (annualized)
+4.92%
10 Years (annualized)
+11.11%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+10.85%
Peer Avg (YTD)
+18.52%
vs Peers
-7.68%

CUSIX Mutual Fund Performance

CUSIX performance across multiple time periods: 1-month 7.57%, YTD 10.85%, 1-year 19.45%, 3-year 9.10%, 5-year 4.92%, 10-year 11.11%.

CUSIX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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