CSQAX Mutual Fund

CSQAX Mutual Fund

NAV$8.80
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Returns Overview

1 Month
-0.57%
3 Months
+0.69%
6 Months
+2.36%
YTD
+3.45%
1 Year
+4.14%
3 Years (annualized)
+2.77%
5 Years (annualized)
+2.26%
10 Years (annualized)
+3.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSQAX 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)
+3.45%
Peer Avg (YTD)
+5.40%
vs Peers
-1.95%

CSQAX Mutual Fund Performance

CSQAX performance across multiple time periods: 1-month -0.57%, YTD 3.45%, 1-year 4.14%, 3-year 2.77%, 5-year 2.26%, 10-year 3.00%.

CSQAX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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