CSQCX Mutual Fund

NAV$7.80

Returns Overview

1 Month
+7.30%
3 Months
-0.13%
6 Months
+2.47%
YTD
+2.50%
1 Year
+5.55%
3 Years (annualized)
+1.74%
5 Years (annualized)
+1.04%
10 Years (annualized)
+1.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSQCX 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 World Index(MDWO)
This Mutual Fund (YTD)
+2.50%
Peer Avg (YTD)
+9.41%
vs Peers
-6.91%

CSQCX Mutual Fund Performance

CSQCX performance across multiple time periods: 1-month 7.30%, YTD 2.50%, 1-year 5.55%, 3-year 1.74%, 5-year 1.04%, 10-year 1.24%.

CSQCX returns trail the peer average of 9.41% YTD. With an expense ratio of 2.06%, investors should weigh costs against performance when evaluating this mutual fund.

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