CSTAX Mutual Fund

CSTAX Mutual Fund

NAV$12.27
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Returns Overview

1 Month
+0.32%
3 Months
+0.08%
6 Months
-0.24%
YTD
+1.55%
1 Year
+3.94%
3 Years (annualized)
+6.86%
5 Years (annualized)
+2.59%
10 Years (annualized)
+4.79%

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)
+1.55%
Peer Avg (YTD)
+3.78%
vs Peers
-2.23%

CSTAX Mutual Fund Performance

CSTAX performance across multiple time periods: 1-month 0.32%, YTD 1.55%, 1-year 3.94%, 3-year 6.86%, 5-year 2.59%, 10-year 4.79%.

CSTAX returns trail the peer average of 3.78% 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.