CSVZX Mutual Fund

CSVZX Mutual Fund

NAV$47.17
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Returns Overview

1 Month
+2.53%
3 Months
+6.78%
6 Months
+8.84%
YTD
+19.71%
1 Year
+33.76%
3 Years (annualized)
+21.98%
5 Years (annualized)
+13.83%
10 Years (annualized)
+13.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSVZX 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)
+19.71%
Peer Avg (YTD)
+12.44%
vs Peers
+7.27%

CSVZX Mutual Fund Performance

CSVZX performance across multiple time periods: 1-month 2.53%, YTD 19.71%, 1-year 33.76%, 3-year 21.98%, 5-year 13.83%, 10-year 13.69%.

CSVZX 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.

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