CSSVX Mutual Fund

CSSVX Mutual Fund

NAV$26.23
See how much of CSSVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-9.97%
3 Months
+4.76%
6 Months
+18.24%
YTD
+22.03%
1 Year
+41.63%
3 Years (annualized)
+19.03%
5 Years (annualized)
+7.81%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+22.03%
Peer Avg (YTD)
+9.41%
vs Peers
+12.62%

CSSVX Mutual Fund Performance

CSSVX performance across multiple time periods: 1-month -9.97%, YTD 22.03%, 1-year 41.63%, 3-year 19.03%, 5-year 7.81%.

CSSVX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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