CSRSX Mutual Fund

CSRSX Mutual Fund

NAV$70.62
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Returns Overview

1 Month
-5.96%
3 Months
-6.12%
6 Months
+3.31%
YTD
+6.75%
1 Year
+4.06%
3 Years (annualized)
+10.36%
5 Years (annualized)
+2.82%
10 Years (annualized)
+6.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSRSX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.75%
Peer Avg (YTD)
+4.73%
vs Peers
+2.02%

CSRSX Mutual Fund Performance

CSRSX performance across multiple time periods: 1-month -5.96%, YTD 6.75%, 1-year 4.06%, 3-year 10.36%, 5-year 2.82%, 10-year 6.36%.

CSRSX returns outperform the peer average of 4.73% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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