CSVGX Mutual Fund

CSVGX Mutual Fund

NAV$47.17
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Returns Overview

1 Month
+2.51%
3 Months
+6.78%
6 Months
+8.84%
YTD
+19.68%
1 Year
+33.76%
3 Years (annualized)
+19.08%
5 Years (annualized)
+13.19%
10 Years (annualized)
+13.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSVGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+19.68%
Peer Avg (YTD)
+12.44%
vs Peers
+7.24%

CSVGX Mutual Fund Performance

CSVGX performance across multiple time periods: 1-month 2.51%, YTD 19.68%, 1-year 33.76%, 3-year 19.08%, 5-year 13.19%, 10-year 13.34%.

CSVGX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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