CSPAX Mutual Fund

NAV$83.57

Returns Overview

1 Month
+3.99%
3 Months
+18.60%
6 Months
+17.34%
YTD
+16.31%
1 Year
+24.46%
3 Years (annualized)
+13.26%
5 Years (annualized)
+4.22%
10 Years (annualized)
+11.72%

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
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
MSCI All Country World Small Cap Index(M7WDSC)
This Mutual Fund (YTD)
+16.31%
Peer Avg (YTD)
+9.16%
vs Peers
+7.15%

CSPAX Mutual Fund Performance

CSPAX performance across multiple time periods: 1-month 3.99%, YTD 16.31%, 1-year 24.46%, 3-year 13.26%, 5-year 4.22%, 10-year 11.72%.

CSPAX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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