CSVFX Mutual Fund

CSVFX Mutual Fund

NAV$27.70
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Returns Overview

1 Month
-1.24%
3 Months
+5.00%
6 Months
+10.04%
YTD
+17.40%
1 Year
+34.01%
3 Years (annualized)
+17.48%
5 Years (annualized)
+10.33%
10 Years (annualized)
+9.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSVFX 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)
+17.40%
Peer Avg (YTD)
+11.12%
vs Peers
+6.28%

CSVFX Mutual Fund Performance

CSVFX performance across multiple time periods: 1-month -1.24%, YTD 17.40%, 1-year 34.01%, 3-year 17.48%, 5-year 10.33%, 10-year 9.45%.

CSVFX returns outperform the peer average of 11.12% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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