CUURX Mutual Fund

NAV$64.29

Returns Overview

1 Month
+5.13%
3 Months
+18.32%
6 Months
+19.22%
YTD
+18.89%
1 Year
+39.80%
3 Years (annualized)
+19.03%
5 Years (annualized)
+12.20%
10 Years (annualized)
+15.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CUURX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+18.89%
Peer Avg (YTD)
+18.52%
vs Peers
+0.37%

CUURX Mutual Fund Performance

CUURX performance across multiple time periods: 1-month 5.13%, YTD 18.89%, 1-year 39.80%, 3-year 19.03%, 5-year 12.20%, 10-year 15.06%.

CUURX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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