CSGTX Mutual Fund

CSGTX Mutual Fund

NAV$3.34
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Returns Overview

1 Month
-5.41%
3 Months
-12.86%
6 Months
+4.08%
YTD
-2.06%
1 Year
-1.20%
3 Years (annualized)
+7.26%
5 Years (annualized)
+2.79%
10 Years (annualized)
+10.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSGTX 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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
-2.06%
Peer Avg (YTD)
+10.34%
vs Peers
-12.41%

CSGTX Mutual Fund Performance

CSGTX performance across multiple time periods: 1-month -5.41%, YTD -2.06%, 1-year -1.20%, 3-year 7.26%, 5-year 2.79%, 10-year 10.56%.

CSGTX returns trail the peer average of 10.34% YTD. With an expense ratio of 2.13%, investors should weigh costs against performance when evaluating this mutual fund.

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