CSVAX Mutual Fund

CSVAX Mutual Fund

NAV$26.19
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Returns Overview

1 Month
-1.24%
3 Months
-2.18%
6 Months
+2.64%
YTD
+13.19%
1 Year
+20.94%
3 Years (annualized)
+19.90%
5 Years (annualized)
+9.47%
10 Years (annualized)
+9.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSVAX 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
MSCI ACWI ex USA Value Index(^NU106037)
This Mutual Fund (YTD)
+13.19%
Peer Avg (YTD)
+10.38%
vs Peers
+2.81%

CSVAX Mutual Fund Performance

CSVAX performance across multiple time periods: 1-month -1.24%, YTD 13.19%, 1-year 20.94%, 3-year 19.90%, 5-year 9.47%, 10-year 9.14%.

CSVAX returns outperform the peer average of 10.38% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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