CUSUX Mutual Fund

NAV$21.07

Returns Overview

1 Month
-1.45%
3 Months
+14.97%
6 Months
+6.94%
YTD
+6.66%
1 Year
+11.93%
3 Years (annualized)
+17.84%
5 Years (annualized)
+10.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CUSUX 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
MSCI USA Index(.MIUS00000NUS)
This Mutual Fund (YTD)
+6.66%
Peer Avg (YTD)
+9.51%
vs Peers
-2.85%

CUSUX Mutual Fund Performance

CUSUX performance across multiple time periods: 1-month -1.45%, YTD 6.66%, 1-year 11.93%, 3-year 17.84%, 5-year 10.92%.

CUSUX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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