CSSVX Mutual Fund

CSSVX Mutual Fund

NAV$24.01
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Returns Overview

1 Month
-2.18%
3 Months
-7.28%
6 Months
-2.87%
YTD
+13.15%
1 Year
+16.20%
3 Years (annualized)
+24.03%
5 Years (annualized)
+5.67%

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)
+13.15%
Peer Avg (YTD)
+9.28%
vs Peers
+3.87%

CSSVX Mutual Fund Performance

CSSVX performance across multiple time periods: 1-month -2.18%, YTD 13.15%, 1-year 16.20%, 3-year 24.03%, 5-year 5.67%.

CSSVX returns outperform the peer average of 9.28% 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.