CSFZX Mutual Fund

CSFZX Mutual Fund

NAV$58.54
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Returns Overview

1 Month
+2.89%
3 Months
-6.04%
6 Months
-4.38%
YTD
+5.29%
1 Year
+6.35%
3 Years (annualized)
+12.27%
5 Years (annualized)
+0.42%
10 Years (annualized)
+5.78%

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)
+5.29%
Peer Avg (YTD)
+7.23%
vs Peers
-1.94%

CSFZX Mutual Fund Performance

CSFZX performance across multiple time periods: 1-month 2.89%, YTD 5.29%, 1-year 6.35%, 3-year 12.27%, 5-year 0.42%, 10-year 5.78%.

CSFZX returns trail the peer average of 7.23% 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.