CSURX Mutual Fund

NAV$26.51

Returns Overview

1 Month
-3.39%
3 Months
-2.07%
6 Months
+4.74%
YTD
+8.12%
1 Year
+17.45%
3 Years (annualized)
+11.69%
5 Years (annualized)
+8.24%
10 Years (annualized)
+8.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSURX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.12%
Peer Avg (YTD)
+11.24%
vs Peers
-3.13%

CSURX Mutual Fund Performance

CSURX performance across multiple time periods: 1-month -3.39%, YTD 8.12%, 1-year 17.45%, 3-year 11.69%, 5-year 8.24%, 10-year 8.29%.

CSURX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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