CSXAX Mutual Fund

CSXAX Mutual Fund

NAV$60.49
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Returns Overview

1 Month
-1.14%
3 Months
+0.31%
6 Months
+18.69%
YTD
+12.32%
1 Year
+16.31%
3 Years (annualized)
+20.36%
5 Years (annualized)
+11.09%
10 Years (annualized)
+14.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSXAX 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
Calvert US LargeCap Core Responsible Index(^CALUSLCCRI)
This Mutual Fund (YTD)
+12.32%
Peer Avg (YTD)
+9.91%
vs Peers
+2.42%

CSXAX Mutual Fund Performance

CSXAX performance across multiple time periods: 1-month -1.14%, YTD 12.32%, 1-year 16.31%, 3-year 20.36%, 5-year 11.09%, 10-year 14.99%.

CSXAX returns outperform the peer average of 9.91% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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