CSJZX Mutual Fund

CSJZX Mutual Fund

NAV$69.54
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Returns Overview

1 Month
-2.79%
3 Months
+0.58%
6 Months
+3.85%
YTD
+13.59%
1 Year
+11.20%
3 Years (annualized)
+10.45%
5 Years (annualized)
+2.91%
10 Years (annualized)
+6.62%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.59%
Peer Avg (YTD)
+9.10%
vs Peers
+4.50%

CSJZX Mutual Fund Performance

CSJZX performance across multiple time periods: 1-month -2.79%, YTD 13.59%, 1-year 11.20%, 3-year 10.45%, 5-year 2.91%, 10-year 6.62%.

CSJZX returns outperform the peer average of 9.10% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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