CUTAX Mutual Fund

NAV$9.81

Returns Overview

1 Month
-1.60%
3 Months
-0.91%
6 Months
-1.31%
YTD
-1.21%
1 Year
+3.78%
3 Years (annualized)
+3.97%
5 Years (annualized)
+2.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CUTAX 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
IMONEYNET TAXFREE NATIONAL INSTITUTIONAL MONEY MARKET INDEX
This Mutual Fund (YTD)
-1.21%
Peer Avg (YTD)
+1.79%
vs Peers
-2.99%

CUTAX Mutual Fund Performance

CUTAX performance across multiple time periods: 1-month -1.60%, YTD -1.21%, 1-year 3.78%, 3-year 3.97%, 5-year 2.58%.

CUTAX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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