CSVFX Mutual Fund

NAV$27.62

Returns Overview

1 Month
+2.22%
3 Months
+14.15%
6 Months
+18.88%
YTD
+17.32%
1 Year
+33.31%
3 Years (annualized)
+18.86%
5 Years (annualized)
+10.53%
10 Years (annualized)
+9.90%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex USA Value Index(^NU106037)
This Mutual Fund (YTD)
+17.32%
Peer Avg (YTD)
+8.71%
vs Peers
+8.60%

CSVFX Mutual Fund Performance

CSVFX performance across multiple time periods: 1-month 2.22%, YTD 17.32%, 1-year 33.31%, 3-year 18.86%, 5-year 10.53%, 10-year 9.90%.

CSVFX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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