CSCZX Mutual Fund

CSCZX Mutual Fund

NAV$58.77
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Returns Overview

1 Month
+4.33%
3 Months
-3.46%
6 Months
+4.94%
YTD
+15.72%
1 Year
+21.80%
3 Years (annualized)
+21.03%
5 Years (annualized)
+10.08%
10 Years (annualized)
+11.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSCZX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+15.72%
Peer Avg (YTD)
+12.21%
vs Peers
+3.51%

CSCZX Mutual Fund Performance

CSCZX performance across multiple time periods: 1-month 4.33%, YTD 15.72%, 1-year 21.80%, 3-year 21.03%, 5-year 10.08%, 10-year 11.78%.

CSCZX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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