CSVRX Mutual Fund

CSVRX Mutual Fund

NAV$47.41
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Returns Overview

1 Month
+4.29%
3 Months
-3.56%
6 Months
+4.69%
YTD
+15.25%
1 Year
+21.21%
3 Years (annualized)
+20.43%
5 Years (annualized)
+9.53%
10 Years (annualized)
+11.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSVRX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+15.25%
Peer Avg (YTD)
+12.21%
vs Peers
+3.04%

CSVRX Mutual Fund Performance

CSVRX performance across multiple time periods: 1-month 4.29%, YTD 15.25%, 1-year 21.21%, 3-year 20.43%, 5-year 9.53%, 10-year 11.22%.

CSVRX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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