CSVYX Mutual Fund

NAV$61.07

Returns Overview

1 Month
+5.10%
3 Months
+18.29%
6 Months
+19.21%
YTD
+18.89%
1 Year
+39.83%
3 Years (annualized)
+19.08%
5 Years (annualized)
+12.28%
10 Years (annualized)
+15.17%

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

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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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+18.89%
Peer Avg (YTD)
+18.52%
vs Peers
+0.37%

CSVYX Mutual Fund Performance

CSVYX performance across multiple time periods: 1-month 5.10%, YTD 18.89%, 1-year 39.83%, 3-year 19.08%, 5-year 12.28%, 10-year 15.17%.

CSVYX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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