CSSZX Mutual Fund

CSSZX Mutual Fund

NAV$27.44
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Returns Overview

1 Month
+0.33%
3 Months
+7.09%
6 Months
+19.70%
YTD
+28.09%
1 Year
+38.60%
3 Years (annualized)
+14.78%
5 Years (annualized)
+9.33%
10 Years (annualized)
+10.21%

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)
+28.09%
Peer Avg (YTD)
+15.31%
vs Peers
+12.78%

CSSZX Mutual Fund Performance

CSSZX performance across multiple time periods: 1-month 0.33%, YTD 28.09%, 1-year 38.60%, 3-year 14.78%, 5-year 9.33%, 10-year 10.21%.

CSSZX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.97%, 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.