CSDAX Mutual Fund

CSDAX Mutual Fund

NAV$15.38
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Returns Overview

1 Month
+0.29%
3 Months
+0.29%
6 Months
+0.14%
YTD
+1.10%
1 Year
+2.71%
3 Years (annualized)
+5.38%
5 Years (annualized)
+2.72%
10 Years (annualized)
+2.73%

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)
+1.10%
Peer Avg (YTD)
+2.15%
vs Peers
-1.05%

CSDAX Mutual Fund Performance

CSDAX performance across multiple time periods: 1-month 0.29%, YTD 1.10%, 1-year 2.71%, 3-year 5.38%, 5-year 2.72%, 10-year 2.73%.

CSDAX returns trail the peer average of 2.15% 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.