CSACX Mutual Fund

NAV$7.27

Returns Overview

1 Month
-1.53%
3 Months
+0.74%
6 Months
+3.14%
YTD
+3.14%
1 Year
+10.05%
3 Years (annualized)
-4.67%
5 Years (annualized)
-0.49%
10 Years (annualized)
-0.83%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Credit Suisse Managed Futures Liquid Index(CSLABMF)
This Mutual Fund (YTD)
+3.14%
Peer Avg (YTD)
+12.13%
vs Peers
-9.00%

CSACX Mutual Fund Performance

CSACX performance across multiple time periods: 1-month -1.53%, YTD 3.14%, 1-year 10.05%, 3-year -4.67%, 5-year -0.49%, 10-year -0.83%.

CSACX returns trail the peer average of 12.13% YTD. With an expense ratio of 2.30%, investors should weigh costs against performance when evaluating this mutual fund.

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