CSACX Mutual Fund

CSACX Mutual Fund

NAV$7.36
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Returns Overview

1 Month
-1.21%
3 Months
-2.46%
6 Months
-0.98%
YTD
+1.89%
1 Year
+9.83%
3 Years (annualized)
-4.27%
5 Years (annualized)
-0.60%
10 Years (annualized)
-0.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSACX 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
Credit Suisse Managed Futures Liquid Index(CSLABMF)
This Mutual Fund (YTD)
+1.89%
Peer Avg (YTD)
-0.65%
vs Peers
+2.53%

CSACX Mutual Fund Performance

CSACX performance across multiple time periods: 1-month -1.21%, YTD 1.89%, 1-year 9.83%, 3-year -4.27%, 5-year -0.60%, 10-year -0.86%.

CSACX returns outperform the peer average of -0.65% YTD. With an expense ratio of 2.30%, investors should weigh costs against performance when evaluating this mutual fund.

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