CSSZX Mutual Fund

CSSZX Mutual Fund

NAV$24.65
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Returns Overview

1 Month
+2.41%
3 Months
-7.32%
6 Months
-0.75%
YTD
+17.43%
1 Year
+20.87%
3 Years (annualized)
+18.70%
5 Years (annualized)
+6.93%
10 Years (annualized)
+9.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSSZX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+17.43%
Peer Avg (YTD)
+12.21%
vs Peers
+5.22%

CSSZX Mutual Fund Performance

CSSZX performance across multiple time periods: 1-month 2.41%, YTD 17.43%, 1-year 20.87%, 3-year 18.70%, 5-year 6.93%, 10-year 9.89%.

CSSZX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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