CSJZX Mutual Fund

NAV$75.31

Returns Overview

1 Month
+0.73%
3 Months
+10.06%
6 Months
+13.95%
YTD
+13.76%
1 Year
+12.22%
3 Years (annualized)
+10.09%
5 Years (annualized)
+5.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSJZX 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)
+13.76%
Peer Avg (YTD)
+11.24%
vs Peers
+2.52%

CSJZX Mutual Fund Performance

CSJZX performance across multiple time periods: 1-month 0.73%, YTD 13.76%, 1-year 12.22%, 3-year 10.09%, 5-year 5.70%.

CSJZX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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