CSVZX Mutual Fund

NAV$48.66

Returns Overview

1 Month
+2.83%
3 Months
+12.30%
6 Months
+15.29%
YTD
+13.76%
1 Year
+35.11%
3 Years (annualized)
+19.35%
5 Years (annualized)
+12.43%
10 Years (annualized)
+14.25%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.76%
Peer Avg (YTD)
+9.49%
vs Peers
+4.27%

CSVZX Mutual Fund Performance

CSVZX performance across multiple time periods: 1-month 2.83%, YTD 13.76%, 1-year 35.11%, 3-year 19.35%, 5-year 12.43%, 10-year 14.25%.

CSVZX 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.

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