CSECX Mutual Fund

CSECX Mutual Fund

NAV$18.75
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Returns Overview

1 Month
-4.05%
3 Months
+5.20%
6 Months
+4.04%
YTD
-5.65%
1 Year
-5.53%
3 Years (annualized)
+5.73%
5 Years (annualized)
+2.53%
10 Years (annualized)
+11.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSECX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
-5.65%
Peer Avg (YTD)
+8.67%
vs Peers
-14.32%

CSECX Mutual Fund Performance

CSECX performance across multiple time periods: 1-month -4.05%, YTD -5.65%, 1-year -5.53%, 3-year 5.73%, 5-year 2.53%, 10-year 11.35%.

CSECX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

CSECX vs another fund shows side-by-side returns. CSECX alternatives are available in the Mutual Fund Screener.