CSRYX Mutual Fund

CSRYX Mutual Fund

NAV$50.61
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Returns Overview

1 Month
+1.28%
3 Months
+7.01%
6 Months
+11.39%
YTD
+16.84%
1 Year
+37.54%
3 Years (annualized)
+18.73%
5 Years (annualized)
+13.15%
10 Years (annualized)
+13.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSRYX 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)
+16.84%
Peer Avg (YTD)
+11.41%
vs Peers
+5.43%

CSRYX Mutual Fund Performance

CSRYX performance across multiple time periods: 1-month 1.28%, YTD 16.84%, 1-year 37.54%, 3-year 18.73%, 5-year 13.15%, 10-year 13.84%.

CSRYX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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