CSPFX Mutual Fund

CSPFX Mutual Fund

NAV$85.23
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Returns Overview

3 Months
+4.67%
6 Months
+11.27%
YTD
+14.19%
1 Year
+22.66%
3 Years (annualized)
+11.41%
5 Years (annualized)
+3.96%
10 Years (annualized)
+12.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSPFX 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
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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)
+14.19%
Peer Avg (YTD)
+8.67%
vs Peers
+5.52%

CSPFX Mutual Fund Performance

CSPFX performance across multiple time periods: YTD 14.19%, 1-year 22.66%, 3-year 11.41%, 5-year 3.96%, 10-year 12.76%.

CSPFX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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