CSGYX Mutual Fund

CSGYX Mutual Fund

NAV$36.24
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Returns Overview

1 Month
-6.50%
3 Months
-10.14%
6 Months
-5.88%
YTD
+4.20%
1 Year
+6.01%
3 Years (annualized)
+23.76%
5 Years (annualized)
+3.06%
10 Years (annualized)
+15.35%

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)
+4.20%
Peer Avg (YTD)
+12.21%
vs Peers
-8.00%

CSGYX Mutual Fund Performance

CSGYX performance across multiple time periods: 1-month -6.50%, YTD 4.20%, 1-year 6.01%, 3-year 23.76%, 5-year 3.06%, 10-year 15.35%.

CSGYX returns trail the peer average of 12.21% 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.