CSPEX Mutual Fund

CSPEX Mutual Fund

NAV$73.57
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Returns Overview

1 Month
-3.43%
3 Months
-2.92%
6 Months
-2.68%
YTD
+6.03%
1 Year
+8.76%
3 Years (annualized)
+14.28%
5 Years (annualized)
+1.56%
10 Years (annualized)
+10.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSPEX 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)
+6.03%
Peer Avg (YTD)
+7.47%
vs Peers
-1.44%

CSPEX Mutual Fund Performance

CSPEX performance across multiple time periods: 1-month -3.43%, YTD 6.03%, 1-year 8.76%, 3-year 14.28%, 5-year 1.56%, 10-year 10.02%.

CSPEX returns trail the peer average of 7.47% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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