CSFCX Mutual Fund

NAV$59.17

Returns Overview

1 Month
+0.46%
3 Months
+7.38%
6 Months
+8.63%
YTD
+8.57%
1 Year
+10.89%
3 Years (annualized)
+8.28%
5 Years (annualized)
+1.00%
10 Years (annualized)
+4.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSFCX 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
FTSE EPRA NAREIT Developed Real Estate Index (Net)(^ENGLNR)
This Mutual Fund (YTD)
+8.57%
Peer Avg (YTD)
+11.24%
vs Peers
-2.67%

CSFCX Mutual Fund Performance

CSFCX performance across multiple time periods: 1-month 0.46%, YTD 8.57%, 1-year 10.89%, 3-year 8.28%, 5-year 1.00%, 10-year 4.89%.

CSFCX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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