CUURX Mutual Fund

CUURX Mutual Fund

NAV$63.71
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Returns Overview

1 Month
+0.62%
3 Months
+8.45%
6 Months
+14.04%
YTD
+19.63%
1 Year
+38.40%
3 Years (annualized)
+16.87%
5 Years (annualized)
+11.95%
10 Years (annualized)
+12.35%

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
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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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+19.63%
Peer Avg (YTD)
+15.31%
vs Peers
+4.32%

CUURX Mutual Fund Performance

CUURX performance across multiple time periods: 1-month 0.62%, YTD 19.63%, 1-year 38.40%, 3-year 16.87%, 5-year 11.95%, 10-year 12.35%.

CUURX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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