CSVEX Mutual Fund

CSVEX Mutual Fund

NAV$26.59
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Returns Overview

1 Month
-1.20%
3 Months
-2.10%
6 Months
+2.79%
YTD
+13.43%
1 Year
+21.22%
3 Years (annualized)
+17.86%
5 Years (annualized)
+10.54%
10 Years (annualized)
+9.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSVEX 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)
+13.43%
Peer Avg (YTD)
+10.38%
vs Peers
+3.04%

CSVEX Mutual Fund Performance

CSVEX performance across multiple time periods: 1-month -1.20%, YTD 13.43%, 1-year 21.22%, 3-year 17.86%, 5-year 10.54%, 10-year 9.53%.

CSVEX returns outperform the peer average of 10.38% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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