CHUSX Mutual Fund

NAV$28.72

Returns Overview

1 Month
-3.75%
3 Months
-2.58%
6 Months
+0.21%
YTD
+3.01%
1 Year
+9.78%
3 Years (annualized)
+20.03%
5 Years (annualized)
+8.84%
10 Years (annualized)
+11.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHUSX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI All Country World Index Gross
This Mutual Fund (YTD)
+3.01%
Peer Avg (YTD)
+8.97%
vs Peers
-5.96%

CHUSX Mutual Fund Performance

CHUSX performance across multiple time periods: 1-month -3.75%, YTD 3.01%, 1-year 9.78%, 3-year 20.03%, 5-year 8.84%, 10-year 11.82%.

CHUSX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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