CSAZX Mutual Fund

CSAZX Mutual Fund

NAV$14.29
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Returns Overview

1 Month
-0.56%
3 Months
+0.92%
6 Months
+3.13%
YTD
+5.03%
1 Year
+13.66%
3 Years (annualized)
+10.71%
5 Years (annualized)
+3.24%
10 Years (annualized)
+5.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSAZX 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
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📉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
MSCI ACWI All Cap Index(MSCIACWIALLCI)
This Mutual Fund (YTD)
+5.03%
Peer Avg (YTD)
+5.54%
vs Peers
-0.50%

CSAZX Mutual Fund Performance

CSAZX performance across multiple time periods: 1-month -0.56%, YTD 5.03%, 1-year 13.66%, 3-year 10.71%, 5-year 3.24%, 10-year 5.91%.

CSAZX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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