CSVZX Mutual Fund

CSVZX Mutual Fund

NAV$47.64
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Returns Overview

1 Month
-4.98%
3 Months
-1.33%
6 Months
+10.80%
YTD
+12.24%
1 Year
+24.17%
3 Years (annualized)
+21.98%
5 Years (annualized)
+13.83%
10 Years (annualized)
+13.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSVZX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.24%
Peer Avg (YTD)
+10.00%
vs Peers
+2.25%

CSVZX Mutual Fund Performance

CSVZX performance across multiple time periods: 1-month -4.98%, YTD 12.24%, 1-year 24.17%, 3-year 21.98%, 5-year 13.83%, 10-year 13.69%.

CSVZX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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