CSGVX Mutual Fund

CSGVX Mutual Fund

NAV$20.76
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Returns Overview

1 Month
+2.84%
3 Months
+1.79%
6 Months
+6.49%
YTD
+21.37%
1 Year
+19.85%
3 Years (annualized)
+1.57%
5 Years (annualized)
+10.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSGVX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+21.37%
Peer Avg (YTD)
+24.64%
vs Peers
-3.27%

CSGVX Mutual Fund Performance

CSGVX performance across multiple time periods: 1-month 2.84%, YTD 21.37%, 1-year 19.85%, 3-year 1.57%, 5-year 10.85%.

CSGVX returns trail the peer average of 24.64% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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