CSSVX Mutual Fund

CSSVX Mutual Fund

NAV$24.88
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Returns Overview

1 Month
-3.29%
3 Months
-14.67%
6 Months
+13.48%
YTD
+15.67%
1 Year
+24.68%
3 Years (annualized)
+20.81%
5 Years (annualized)
+6.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSSVX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+15.67%
Peer Avg (YTD)
+9.98%
vs Peers
+5.68%

CSSVX Mutual Fund Performance

CSSVX performance across multiple time periods: 1-month -3.29%, YTD 15.67%, 1-year 24.68%, 3-year 20.81%, 5-year 6.81%.

CSSVX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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