CSFYX Mutual Fund

NAV$30.50

Returns Overview

1 Month
+1.46%
3 Months
+19.95%
6 Months
+23.34%
YTD
+21.31%
1 Year
+38.36%
3 Years (annualized)
+18.79%
5 Years (annualized)
+7.71%
10 Years (annualized)
+13.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSFYX 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
ICE BofA US Convertible Index(^IBAUBSCI)
This Mutual Fund (YTD)
+21.31%
Peer Avg (YTD)
+18.00%
vs Peers
+3.31%

CSFYX Mutual Fund Performance

CSFYX performance across multiple time periods: 1-month 1.46%, YTD 21.31%, 1-year 38.36%, 3-year 18.79%, 5-year 7.71%, 10-year 13.80%.

CSFYX returns outperform the peer average of 18.00% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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