CSOCX Mutual Fund

CSOCX Mutual Fund

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Returns Overview

1 Month
-1.64%
3 Months
-0.38%
6 Months
+1.16%
YTD
-1.02%
1 Year
-0.50%
3 Years (annualized)
+5.61%
5 Years (annualized)
+3.63%
10 Years (annualized)
+4.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSOCX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
-1.02%
Peer Avg (YTD)
+0.50%
vs Peers
-1.52%

CSOCX Mutual Fund Performance

CSOCX performance across multiple time periods: 1-month -1.64%, YTD -1.02%, 1-year -0.50%, 3-year 5.61%, 5-year 3.63%, 10-year 4.41%.

CSOCX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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