CSGEX Mutual Fund

CSGEX Mutual Fund

NAV$17.78
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Returns Overview

1 Month
+2.28%
3 Months
-0.76%
6 Months
+13.95%
YTD
+18.66%
1 Year
+26.85%
3 Years (annualized)
+18.49%
5 Years (annualized)
+5.78%
10 Years (annualized)
+11.45%

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)
+18.66%
Peer Avg (YTD)
+15.20%
vs Peers
+3.46%

CSGEX Mutual Fund Performance

CSGEX performance across multiple time periods: 1-month 2.28%, YTD 18.66%, 1-year 26.85%, 3-year 18.49%, 5-year 5.78%, 10-year 11.45%.

CSGEX returns outperform the peer average of 15.20% 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.