CSSAX Mutual Fund

CSSAX Mutual Fund

NAV$24.96
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Returns Overview

1 Month
-1.98%
3 Months
-5.22%
6 Months
+10.36%
YTD
+19.39%
1 Year
+33.87%
3 Years (annualized)
+20.42%
5 Years (annualized)
+6.46%

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
PROUpgrade to run
🏦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)
+19.39%
Peer Avg (YTD)
+11.21%
vs Peers
+8.17%

CSSAX Mutual Fund Performance

CSSAX performance across multiple time periods: 1-month -1.98%, YTD 19.39%, 1-year 33.87%, 3-year 20.42%, 5-year 6.46%.

CSSAX returns outperform the peer average of 11.21% 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.