CSGYX Mutual Fund

NAV$43.29

Returns Overview

1 Month
+5.99%
3 Months
+35.57%
6 Months
+30.41%
YTD
+27.67%
1 Year
+55.45%
3 Years (annualized)
+27.32%
5 Years (annualized)
+7.38%
10 Years (annualized)
+18.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSGYX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+27.67%
Peer Avg (YTD)
+18.52%
vs Peers
+9.15%

CSGYX Mutual Fund Performance

CSGYX performance across multiple time periods: 1-month 5.99%, YTD 27.67%, 1-year 55.45%, 3-year 27.32%, 5-year 7.38%, 10-year 18.04%.

CSGYX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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