CSCVX Mutual Fund

CSCVX Mutual Fund

NAV$14.35
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Returns Overview

1 Month
-2.59%
3 Months
-7.29%
6 Months
-1.47%
YTD
+0.41%
1 Year
+7.27%
3 Years (annualized)
+1.80%
5 Years (annualized)
+9.25%
10 Years (annualized)
+6.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

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

CSCVX Mutual Fund Performance

CSCVX performance across multiple time periods: 1-month -2.59%, YTD 0.41%, 1-year 7.27%, 3-year 1.80%, 5-year 9.25%, 10-year 6.75%.

CSCVX returns outperform the peer average of -1.90% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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