CSOAX Mutual Fund

NAV$9.14

Returns Overview

1 Month
-0.54%
3 Months
+1.22%
6 Months
-0.94%
YTD
-0.84%
1 Year
+1.25%
3 Years (annualized)
+6.52%
5 Years (annualized)
+4.03%
10 Years (annualized)
+5.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSOAX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
-0.84%
Peer Avg (YTD)
+3.23%
vs Peers
-4.06%

CSOAX Mutual Fund Performance

CSOAX performance across multiple time periods: 1-month -0.54%, YTD -0.84%, 1-year 1.25%, 3-year 6.52%, 5-year 4.03%, 10-year 5.58%.

CSOAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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