CSRSX Mutual Fund

CSRSX Mutual Fund

NAV$75.23
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Returns Overview

1 Month
+6.09%
3 Months
-3.03%
6 Months
+0.07%
YTD
+13.25%
1 Year
+13.40%
3 Years (annualized)
+14.44%
5 Years (annualized)
+2.55%
10 Years (annualized)
+7.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSRSX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.25%
Peer Avg (YTD)
+7.23%
vs Peers
+6.02%

CSRSX Mutual Fund Performance

CSRSX performance across multiple time periods: 1-month 6.09%, YTD 13.25%, 1-year 13.40%, 3-year 14.44%, 5-year 2.55%, 10-year 7.08%.

CSRSX returns outperform the peer average of 7.23% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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