CSCZX Mutual Fund

CSCZX Mutual Fund

NAV$60.89
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Returns Overview

1 Month
+5.09%
3 Months
+18.25%
6 Months
+19.13%
YTD
+18.81%
1 Year
+39.64%
3 Years (annualized)
+18.91%
5 Years (annualized)
+12.13%
10 Years (annualized)
+13.80%

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
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)
+18.81%
Peer Avg (YTD)
+18.52%
vs Peers
+0.29%

CSCZX Mutual Fund Performance

CSCZX performance across multiple time periods: 1-month 5.09%, YTD 18.81%, 1-year 39.64%, 3-year 18.91%, 5-year 12.13%, 10-year 13.80%.

CSCZX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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