CSPCX Mutual Fund

CSPCX Mutual Fund

NAV$67.76
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Returns Overview

1 Month
+2.68%
3 Months
+0.27%
6 Months
+4.69%
YTD
+11.80%
1 Year
+15.99%
3 Years (annualized)
+11.27%
5 Years (annualized)
+0.21%
10 Years (annualized)
+8.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSPCX 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
MSCI All Country World Small Cap Index(M7WDSC)
This Mutual Fund (YTD)
+11.80%
Peer Avg (YTD)
+9.98%
vs Peers
+1.83%

CSPCX Mutual Fund Performance

CSPCX performance across multiple time periods: 1-month 2.68%, YTD 11.80%, 1-year 15.99%, 3-year 11.27%, 5-year 0.21%, 10-year 8.70%.

CSPCX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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