CSRSX Mutual Fund

NAV$75.12

Returns Overview

1 Month
+0.72%
3 Months
+10.04%
6 Months
+13.91%
YTD
+13.70%
1 Year
+12.13%
3 Years (annualized)
+10.00%
5 Years (annualized)
+5.62%
10 Years (annualized)
+10.48%

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

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.70%
Peer Avg (YTD)
+11.24%
vs Peers
+2.46%

CSRSX Mutual Fund Performance

CSRSX performance across multiple time periods: 1-month 0.72%, YTD 13.70%, 1-year 12.13%, 3-year 10.00%, 5-year 5.62%, 10-year 10.48%.

CSRSX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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