CUSUX Mutual Fund

CUSUX Mutual Fund

NAV$21.03
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Returns Overview

1 Month
+0.44%
3 Months
+4.55%
6 Months
+7.58%
YTD
+7.13%
1 Year
+17.36%
3 Years (annualized)
+19.10%
5 Years (annualized)
+12.03%

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
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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
MSCI USA Index(.MIUS00000NUS)
This Mutual Fund (YTD)
+7.13%
Peer Avg (YTD)
+9.41%
vs Peers
-2.28%

CUSUX Mutual Fund Performance

CUSUX performance across multiple time periods: 1-month 0.44%, YTD 7.13%, 1-year 17.36%, 3-year 19.10%, 5-year 12.03%.

CUSUX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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