CSECX Mutual Fund

CSECX Mutual Fund

NAV$18.87
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Returns Overview

1 Month
+6.19%
3 Months
+2.13%
6 Months
-3.81%
YTD
-4.76%
1 Year
-3.91%
3 Years (annualized)
+4.38%
5 Years (annualized)
+2.38%
10 Years (annualized)
+10.95%

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
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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 1000 Index(^RUI)
This Mutual Fund (YTD)
-4.76%
Peer Avg (YTD)
+6.23%
vs Peers
-11.00%

CSECX Mutual Fund Performance

CSECX performance across multiple time periods: 1-month 6.19%, YTD -4.76%, 1-year -3.91%, 3-year 4.38%, 5-year 2.38%, 10-year 10.95%.

CSECX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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