CSFZX Mutual Fund

CSFZX Mutual Fund

NAV$55.10
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Returns Overview

1 Month
-5.46%
3 Months
-6.20%
6 Months
+0.96%
YTD
+2.33%
1 Year
+1.79%
3 Years (annualized)
+8.95%
5 Years (annualized)
+0.85%
10 Years (annualized)
+5.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSFZX 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
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📉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)
+2.33%
Peer Avg (YTD)
+4.73%
vs Peers
-2.40%

CSFZX Mutual Fund Performance

CSFZX performance across multiple time periods: 1-month -5.46%, YTD 2.33%, 1-year 1.79%, 3-year 8.95%, 5-year 0.85%, 10-year 5.44%.

CSFZX returns trail the peer average of 4.73% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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