CSCZX Mutual Fund

CSCZX Mutual Fund

NAV$59.06
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Returns Overview

1 Month
+0.62%
3 Months
+8.41%
6 Months
+13.97%
YTD
+19.55%
1 Year
+38.24%
3 Years (annualized)
+16.76%
5 Years (annualized)
+11.85%
10 Years (annualized)
+12.23%

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)
+19.55%
Peer Avg (YTD)
+15.31%
vs Peers
+4.24%

CSCZX Mutual Fund Performance

CSCZX performance across multiple time periods: 1-month 0.62%, YTD 19.55%, 1-year 38.24%, 3-year 16.76%, 5-year 11.85%, 10-year 12.23%.

CSCZX returns outperform the peer average of 15.31% 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.