CSSYX Mutual Fund

CSSYX Mutual Fund

NAV$26.87
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Returns Overview

1 Month
-6.50%
3 Months
-9.17%
6 Months
+6.74%
YTD
+14.75%
1 Year
+16.44%
3 Years (annualized)
+15.25%
5 Years (annualized)
+8.27%
10 Years (annualized)
+9.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSSYX 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 Value Index(^RUJ)
This Mutual Fund (YTD)
+14.75%
Peer Avg (YTD)
+10.34%
vs Peers
+4.41%

CSSYX Mutual Fund Performance

CSSYX performance across multiple time periods: 1-month -6.50%, YTD 14.75%, 1-year 16.44%, 3-year 15.25%, 5-year 8.27%, 10-year 9.97%.

CSSYX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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