CSVYX Mutual Fund

CSVYX Mutual Fund

NAV$56.82
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Returns Overview

1 Month
-0.03%
3 Months
+6.00%
6 Months
+13.42%
YTD
+19.92%
1 Year
+27.93%
3 Years (annualized)
+17.83%
5 Years (annualized)
+11.49%
10 Years (annualized)
+11.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSVYX 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)
+19.92%
Peer Avg (YTD)
+15.20%
vs Peers
+4.72%

CSVYX Mutual Fund Performance

CSVYX performance across multiple time periods: 1-month -0.03%, YTD 19.92%, 1-year 27.93%, 3-year 17.83%, 5-year 11.49%, 10-year 11.95%.

CSVYX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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