CSGYX Mutual Fund

CSGYX Mutual Fund

NAV$41.17
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Returns Overview

1 Month
-9.17%
3 Months
+4.75%
6 Months
+12.17%
YTD
+18.46%
1 Year
+36.34%
3 Years (annualized)
+22.11%
5 Years (annualized)
+5.63%
10 Years (annualized)
+16.40%

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
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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 3000 Index(^RUA)
This Mutual Fund (YTD)
+18.46%
Peer Avg (YTD)
+15.31%
vs Peers
+3.15%

CSGYX Mutual Fund Performance

CSGYX performance across multiple time periods: 1-month -9.17%, YTD 18.46%, 1-year 36.34%, 3-year 22.11%, 5-year 5.63%, 10-year 16.40%.

CSGYX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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