CSUZX Mutual Fund

NAV$26.44

Returns Overview

1 Month
-3.57%
3 Months
-2.18%
6 Months
+4.75%
YTD
+8.14%
1 Year
+18.02%
3 Years (annualized)
+12.25%
5 Years (annualized)
+8.84%
10 Years (annualized)
+8.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSUZX 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

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)
+8.14%
Peer Avg (YTD)
+11.24%
vs Peers
-3.10%

CSUZX Mutual Fund Performance

CSUZX performance across multiple time periods: 1-month -3.57%, YTD 8.14%, 1-year 18.02%, 3-year 12.25%, 5-year 8.84%, 10-year 8.87%.

CSUZX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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