CSPAX Mutual Fund

CSPAX Mutual Fund

NAV$77.45
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Returns Overview

1 Month
-3.40%
3 Months
-2.87%
6 Months
-2.58%
YTD
+6.22%
1 Year
+8.98%
3 Years (annualized)
+14.52%
5 Years (annualized)
-0.02%
10 Years (annualized)
+9.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSPAX 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
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📉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
MSCI All Country World Small Cap Index(M7WDSC)
This Mutual Fund (YTD)
+6.22%
Peer Avg (YTD)
+7.47%
vs Peers
-1.25%

CSPAX Mutual Fund Performance

CSPAX performance across multiple time periods: 1-month -3.40%, YTD 6.22%, 1-year 8.98%, 3-year 14.52%, 5-year -0.02%, 10-year 9.09%.

CSPAX returns trail the peer average of 7.47% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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