CSSVX Mutual Fund

NAV$28.10

Returns Overview

1 Month
+7.48%
3 Months
+32.99%
6 Months
+37.95%
YTD
+35.55%
1 Year
+61.34%
3 Years (annualized)
+24.57%
5 Years (annualized)
+9.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSSVX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+35.55%
Peer Avg (YTD)
+9.51%
vs Peers
+26.04%

CSSVX Mutual Fund Performance

CSSVX performance across multiple time periods: 1-month 7.48%, YTD 35.55%, 1-year 61.34%, 3-year 24.57%, 5-year 9.53%.

CSSVX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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