CSFCX Mutual Fund

CSFCX Mutual Fund

NAV$57.78
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Returns Overview

1 Month
+2.79%
3 Months
-6.28%
6 Months
-4.86%
YTD
+4.43%
1 Year
+5.30%
3 Years (annualized)
+11.16%
5 Years (annualized)
-0.62%
10 Years (annualized)
+3.93%

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
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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
FTSE EPRA NAREIT Developed Real Estate Index (Net)(^ENGLNR)
This Mutual Fund (YTD)
+4.43%
Peer Avg (YTD)
+7.23%
vs Peers
-2.80%

CSFCX Mutual Fund Performance

CSFCX performance across multiple time periods: 1-month 2.79%, YTD 4.43%, 1-year 5.30%, 3-year 11.16%, 5-year -0.62%, 10-year 3.93%.

CSFCX returns trail the peer average of 7.23% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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