CSSCX Mutual Fund

NAV$18.43

Returns Overview

1 Month
+3.02%
3 Months
+15.74%
6 Months
+16.32%
YTD
+16.00%
1 Year
+59.86%
3 Years (annualized)
+31.18%
5 Years (annualized)
+23.35%
10 Years (annualized)
+18.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSSCX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+16.00%
Peer Avg (YTD)
+18.52%
vs Peers
-2.53%

CSSCX Mutual Fund Performance

CSSCX performance across multiple time periods: 1-month 3.02%, YTD 16.00%, 1-year 59.86%, 3-year 31.18%, 5-year 23.35%, 10-year 18.99%.

CSSCX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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