CSGEX Mutual Fund

CSGEX Mutual Fund

NAV$18.45
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Returns Overview

1 Month
-5.82%
3 Months
+2.33%
6 Months
+12.24%
YTD
+16.01%
1 Year
+31.94%
3 Years (annualized)
+15.77%
5 Years (annualized)
+5.70%
10 Years (annualized)
+11.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSGEX 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
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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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+16.01%
Peer Avg (YTD)
+15.31%
vs Peers
+0.70%

CSGEX Mutual Fund Performance

CSGEX performance across multiple time periods: 1-month -5.82%, YTD 16.01%, 1-year 31.94%, 3-year 15.77%, 5-year 5.70%, 10-year 11.25%.

CSGEX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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