CSDAX Mutual Fund

CSDAX Mutual Fund

NAV$15.37
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Returns Overview

1 Month
+0.72%
3 Months
-0.19%
6 Months
+0.09%
YTD
+0.61%
1 Year
+1.47%
3 Years (annualized)
+5.30%
5 Years (annualized)
+2.75%
10 Years (annualized)
+2.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSDAX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+0.61%
Peer Avg (YTD)
+1.93%
vs Peers
-1.32%

CSDAX Mutual Fund Performance

CSDAX performance across multiple time periods: 1-month 0.72%, YTD 0.61%, 1-year 1.47%, 3-year 5.30%, 5-year 2.75%, 10-year 2.68%.

CSDAX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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