CSSPX Mutual Fund

CSSPX Mutual Fund

NAV$55.08
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Returns Overview

1 Month
-5.46%
3 Months
-6.22%
6 Months
+0.94%
YTD
+2.29%
1 Year
+1.74%
3 Years (annualized)
+8.90%
5 Years (annualized)
+0.76%
10 Years (annualized)
+4.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSSPX 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
PROUpgrade to run
🏦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)
+2.29%
Peer Avg (YTD)
+4.73%
vs Peers
-2.45%

CSSPX Mutual Fund Performance

CSSPX performance across multiple time periods: 1-month -5.46%, YTD 2.29%, 1-year 1.74%, 3-year 8.90%, 5-year 0.76%, 10-year 4.60%.

CSSPX returns trail the peer average of 4.73% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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