CSOCX Mutual Fund

CSOCX Mutual Fund

NAV$9.12
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Returns Overview

1 Month
+0.15%
3 Months
+0.47%
6 Months
+0.26%
YTD
+0.48%
1 Year
+0.82%
3 Years (annualized)
+5.74%
5 Years (annualized)
+3.74%
10 Years (annualized)
+4.69%

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)
+0.48%
Peer Avg (YTD)
+0.12%
vs Peers
+0.36%

CSOCX Mutual Fund Performance

CSOCX performance across multiple time periods: 1-month 0.15%, YTD 0.48%, 1-year 0.82%, 3-year 5.74%, 5-year 3.74%, 10-year 4.69%.

CSOCX returns outperform the peer average of 0.12% 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.