CSFCX Mutual Fund

CSFCX Mutual Fund

NAV$54.43
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Returns Overview

1 Month
-5.54%
3 Months
-6.43%
6 Months
+0.47%
YTD
+1.59%
1 Year
+0.79%
3 Years (annualized)
+7.88%
5 Years (annualized)
-0.15%
10 Years (annualized)
+4.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSFCX 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)
+1.59%
Peer Avg (YTD)
+4.73%
vs Peers
-3.15%

CSFCX Mutual Fund Performance

CSFCX performance across multiple time periods: 1-month -5.54%, YTD 1.59%, 1-year 0.79%, 3-year 7.88%, 5-year -0.15%, 10-year 4.41%.

CSFCX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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