CUSOX Mutual Fund

NAV$9.26

Returns Overview

1 Month
+0.32%
3 Months
+1.07%
6 Months
+1.81%
YTD
+1.81%
1 Year
+4.22%
3 Years (annualized)
+5.24%
5 Years (annualized)
+3.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CUSOX 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
Bloomberg US Short-Term Government/Corporate Index
This Mutual Fund (YTD)
+1.81%
Peer Avg (YTD)
+3.23%
vs Peers
-1.41%

CUSOX Mutual Fund Performance

CUSOX performance across multiple time periods: 1-month 0.32%, YTD 1.81%, 1-year 4.22%, 3-year 5.24%, 5-year 3.75%.

CUSOX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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