CSTAX Mutual Fund

CSTAX Mutual Fund

NAV$12.49
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Returns Overview

1 Month
-0.40%
3 Months
+0.32%
6 Months
+0.65%
YTD
+1.22%
1 Year
+5.10%
3 Years (annualized)
+6.43%
5 Years (annualized)
+2.61%
10 Years (annualized)
+4.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSTAX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+1.22%
Peer Avg (YTD)
+3.39%
vs Peers
-2.17%

CSTAX Mutual Fund Performance

CSTAX performance across multiple time periods: 1-month -0.40%, YTD 1.22%, 1-year 5.10%, 3-year 6.43%, 5-year 2.61%, 10-year 4.72%.

CSTAX returns trail the peer average of 3.39% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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