CSSZX Mutual Fund

CSSZX Mutual Fund

NAV$24.86
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Returns Overview

1 Month
-6.53%
3 Months
-9.20%
6 Months
+6.67%
YTD
+14.67%
1 Year
+16.32%
3 Years (annualized)
+15.12%
5 Years (annualized)
+8.15%
10 Years (annualized)
+9.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSSZX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+14.67%
Peer Avg (YTD)
+10.34%
vs Peers
+4.32%

CSSZX Mutual Fund Performance

CSSZX performance across multiple time periods: 1-month -6.53%, YTD 14.67%, 1-year 16.32%, 3-year 15.12%, 5-year 8.15%, 10-year 9.81%.

CSSZX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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