CSJCX Mutual Fund

NAV$75.07

Returns Overview

1 Month
+0.64%
3 Months
+9.78%
6 Months
+13.39%
YTD
+13.22%
1 Year
+11.11%
3 Years (annualized)
+8.99%
5 Years (annualized)
+4.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSJCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.22%
Peer Avg (YTD)
+11.24%
vs Peers
+1.97%

CSJCX Mutual Fund Performance

CSJCX performance across multiple time periods: 1-month 0.64%, YTD 13.22%, 1-year 11.11%, 3-year 8.99%, 5-year 4.85%.

CSJCX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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