CSOCX Mutual Fund

CSOCX Mutual Fund

NAV$9.02
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Returns Overview

1 Month
+1.12%
3 Months
+1.10%
6 Months
+2.01%
YTD
+0.63%
1 Year
+1.44%
3 Years (annualized)
+5.61%
5 Years (annualized)
+3.63%
10 Years (annualized)
+4.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSOCX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+0.63%
Peer Avg (YTD)
+2.15%
vs Peers
-1.53%

CSOCX Mutual Fund Performance

CSOCX performance across multiple time periods: 1-month 1.12%, YTD 0.63%, 1-year 1.44%, 3-year 5.61%, 5-year 3.63%, 10-year 4.41%.

CSOCX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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