CSFZX Mutual Fund

CSFZX Mutual Fund

NAV$58.08
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Returns Overview

1 Month
+2.71%
3 Months
+1.76%
6 Months
+8.90%
YTD
+12.05%
1 Year
+16.68%
3 Years (annualized)
+9.14%
5 Years (annualized)
+1.88%
10 Years (annualized)
+4.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSFZX 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)
+12.05%
Peer Avg (YTD)
+12.53%
vs Peers
-0.48%

CSFZX Mutual Fund Performance

CSFZX performance across multiple time periods: 1-month 2.71%, YTD 12.05%, 1-year 16.68%, 3-year 9.14%, 5-year 1.88%, 10-year 4.91%.

CSFZX returns trail the peer average of 12.53% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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