CSVYX Mutual Fund

CSVYX Mutual Fund

NAV$58.46
See how much of CSVYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.33%
3 Months
-3.42%
6 Months
+5.02%
YTD
+15.86%
1 Year
+21.98%
3 Years (annualized)
+21.20%
5 Years (annualized)
+10.23%
10 Years (annualized)
+11.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSVYX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+15.86%
Peer Avg (YTD)
+12.21%
vs Peers
+3.65%

CSVYX Mutual Fund Performance

CSVYX performance across multiple time periods: 1-month 4.33%, YTD 15.86%, 1-year 21.98%, 3-year 21.20%, 5-year 10.23%, 10-year 11.95%.

CSVYX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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