CSCJX Mutual Fund

NAV$14.33

Returns Overview

1 Month
-2.59%
3 Months
-7.21%
6 Months
-1.20%
YTD
+0.41%
1 Year
+7.65%
3 Years (annualized)
+5.22%
5 Years (annualized)
+11.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSCJX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+0.41%
Peer Avg (YTD)
-1.90%
vs Peers
+2.31%

CSCJX Mutual Fund Performance

CSCJX performance across multiple time periods: 1-month -2.59%, YTD 0.41%, 1-year 7.65%, 3-year 5.22%, 5-year 11.53%.

CSCJX returns outperform the peer average of -1.90% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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