CSAAX Mutual Fund

NAV$7.81

Returns Overview

1 Month
-1.52%
3 Months
+0.97%
6 Months
+3.46%
YTD
+3.46%
1 Year
+10.71%
3 Years (annualized)
-4.01%
5 Years (annualized)
+0.23%
10 Years (annualized)
-0.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSAAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Credit Suisse Managed Futures Liquid Index(CSLABMF)
This Mutual Fund (YTD)
+3.46%
Peer Avg (YTD)
+12.13%
vs Peers
-8.67%

CSAAX Mutual Fund Performance

CSAAX performance across multiple time periods: 1-month -1.52%, YTD 3.46%, 1-year 10.71%, 3-year -4.01%, 5-year 0.23%, 10-year -0.17%.

CSAAX returns trail the peer average of 12.13% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

CSAAX performance comparison shows side-by-side returns with another fund. CSAAX alternatives are available in the Mutual Fund Screener.