CSPCX Mutual Fund

CSPCX Mutual Fund

NAV$68.81
See how much of CSPCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.03%
3 Months
+0.11%
6 Months
+6.16%
YTD
+8.89%
1 Year
+16.48%
3 Years (annualized)
+8.84%
5 Years (annualized)
+0.44%
10 Years (annualized)
+8.50%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+8.89%
Peer Avg (YTD)
+8.67%
vs Peers
+0.22%

CSPCX Mutual Fund Performance

CSPCX performance across multiple time periods: 1-month -6.03%, YTD 8.89%, 1-year 16.48%, 3-year 8.84%, 5-year 0.44%, 10-year 8.50%.

CSPCX returns outperform the peer average of 8.67% 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.