CSGEX Mutual Fund

NAV$18.89

Returns Overview

1 Month
+3.02%
3 Months
+25.86%
6 Months
+23.18%
YTD
+21.68%
1 Year
+41.75%
3 Years (annualized)
+19.74%
5 Years (annualized)
+10.58%
10 Years (annualized)
+15.77%

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
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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+21.68%
Peer Avg (YTD)
+18.52%
vs Peers
+3.16%

CSGEX Mutual Fund Performance

CSGEX performance across multiple time periods: 1-month 3.02%, YTD 21.68%, 1-year 41.75%, 3-year 19.74%, 5-year 10.58%, 10-year 15.77%.

CSGEX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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