CSSPX Mutual Fund

CSSPX Mutual Fund

NAV$58.08
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Returns Overview

1 Month
+2.71%
3 Months
+1.75%
6 Months
+8.89%
YTD
+12.03%
1 Year
+16.64%
3 Years (annualized)
+9.09%
5 Years (annualized)
+1.82%
10 Years (annualized)
+4.86%

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
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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
FTSE EPRA NAREIT Developed Real Estate Index (Net)(^ENGLNR)
This Mutual Fund (YTD)
+12.03%
Peer Avg (YTD)
+12.53%
vs Peers
-0.50%

CSSPX Mutual Fund Performance

CSSPX performance across multiple time periods: 1-month 2.71%, YTD 12.03%, 1-year 16.64%, 3-year 9.09%, 5-year 1.82%, 10-year 4.86%.

CSSPX returns trail the peer average of 12.53% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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