CSFAX Mutual Fund

CSFAX Mutual Fund

NAV$57.40
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Returns Overview

1 Month
+2.85%
3 Months
-6.13%
6 Months
-4.56%
YTD
+4.99%
1 Year
+5.99%
3 Years (annualized)
+11.88%
5 Years (annualized)
+0.03%
10 Years (annualized)
+4.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSFAX 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
FTSE EPRA NAREIT Developed Real Estate Index (Net)(^ENGLNR)
This Mutual Fund (YTD)
+4.99%
Peer Avg (YTD)
+7.23%
vs Peers
-2.24%

CSFAX Mutual Fund Performance

CSFAX performance across multiple time periods: 1-month 2.85%, YTD 4.99%, 1-year 5.99%, 3-year 11.88%, 5-year 0.03%, 10-year 4.61%.

CSFAX returns trail the peer average of 7.23% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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