CSVRX Mutual Fund

CSVRX Mutual Fund

NAV$45.46
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Returns Overview

1 Month
-7.47%
3 Months
-7.01%
6 Months
+16.72%
YTD
+17.13%
1 Year
+22.32%
3 Years (annualized)
+21.12%
5 Years (annualized)
+16.59%
10 Years (annualized)
+16.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSVRX 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)
+17.13%
Peer Avg (YTD)
+10.34%
vs Peers
+6.79%

CSVRX Mutual Fund Performance

CSVRX performance across multiple time periods: 1-month -7.47%, YTD 17.13%, 1-year 22.32%, 3-year 21.12%, 5-year 16.59%, 10-year 16.39%.

CSVRX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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