CSSPX Mutual Fund

NAV$59.93

Returns Overview

1 Month
+0.54%
3 Months
+7.63%
6 Months
+9.15%
YTD
+9.07%
1 Year
+11.95%
3 Years (annualized)
+9.31%
5 Years (annualized)
+1.96%
10 Years (annualized)
+5.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSSPX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE EPRA NAREIT Developed Real Estate Index (Net)(^ENGLNR)
This Mutual Fund (YTD)
+9.07%
Peer Avg (YTD)
+11.24%
vs Peers
-2.17%

CSSPX Mutual Fund Performance

CSSPX performance across multiple time periods: 1-month 0.54%, YTD 9.07%, 1-year 11.95%, 3-year 9.31%, 5-year 1.96%, 10-year 5.89%.

CSSPX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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