CUURX Mutual Fund

CUURX Mutual Fund

NAV$62.08
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Returns Overview

1 Month
+4.34%
3 Months
-3.43%
6 Months
+4.98%
YTD
+15.81%
1 Year
+21.91%
3 Years (annualized)
+21.15%
5 Years (annualized)
+10.18%
10 Years (annualized)
+11.90%

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)
+15.81%
Peer Avg (YTD)
+12.21%
vs Peers
+3.60%

CUURX Mutual Fund Performance

CUURX performance across multiple time periods: 1-month 4.34%, YTD 15.81%, 1-year 21.91%, 3-year 21.15%, 5-year 10.18%, 10-year 11.90%.

CUURX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.86%, 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.