CSVGX Mutual Fund

NAV$49.18

Returns Overview

1 Month
+2.85%
3 Months
+12.32%
6 Months
+15.29%
YTD
+13.79%
1 Year
+35.14%

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

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.79%
Peer Avg (YTD)
+9.49%
vs Peers
+4.30%

CSVGX Mutual Fund Performance

CSVGX performance across multiple time periods: 1-month 2.85%, YTD 13.79%, 1-year 35.14%.

CSVGX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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