CSFAX Mutual Fund

CSFAX Mutual Fund

NAV$54.72
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Returns Overview

1 Month
-5.48%
3 Months
-6.27%
6 Months
+0.80%
YTD
+2.08%
1 Year
+1.43%
3 Years (annualized)
+8.58%
5 Years (annualized)
+0.50%
10 Years (annualized)
+5.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSFAX 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
FTSE EPRA NAREIT Developed Real Estate Index (Net)(^ENGLNR)
This Mutual Fund (YTD)
+2.08%
Peer Avg (YTD)
+4.73%
vs Peers
-2.66%

CSFAX Mutual Fund Performance

CSFAX performance across multiple time periods: 1-month -5.48%, YTD 2.08%, 1-year 1.43%, 3-year 8.58%, 5-year 0.50%, 10-year 5.08%.

CSFAX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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