CSSAX Mutual Fund

CSSAX Mutual Fund

NAV$24.49
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Returns Overview

1 Month
-10.02%
3 Months
+4.63%
6 Months
+18.00%
YTD
+21.80%
1 Year
+41.14%
3 Years (annualized)
+18.62%
5 Years (annualized)
+7.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSSAX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+21.80%
Peer Avg (YTD)
+9.41%
vs Peers
+12.38%

CSSAX Mutual Fund Performance

CSSAX performance across multiple time periods: 1-month -10.02%, YTD 21.80%, 1-year 41.14%, 3-year 18.62%, 5-year 7.45%.

CSSAX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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