CSECX Mutual Fund

NAV$18.55

Returns Overview

1 Month
-2.34%
3 Months
-1.10%
6 Months
-10.64%
YTD
-10.31%
1 Year
-9.51%
3 Years (annualized)
+3.13%
5 Years (annualized)
+2.27%
10 Years (annualized)
+10.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSECX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
-10.31%
Peer Avg (YTD)
+8.97%
vs Peers
-19.29%

CSECX Mutual Fund Performance

CSECX performance across multiple time periods: 1-month -2.34%, YTD -10.31%, 1-year -9.51%, 3-year 3.13%, 5-year 2.27%, 10-year 10.71%.

CSECX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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