CSXAX Mutual Fund

CSXAX Mutual Fund

NAV$62.07
See how much of CSXAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.14%
3 Months
+1.74%
6 Months
+13.46%
YTD
+13.62%
1 Year
+21.19%
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
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
Calvert US LargeCap Core Responsible Index(^CALUSLCCRI)
This Mutual Fund (YTD)
+13.62%
Peer Avg (YTD)
+11.21%
vs Peers
+2.41%

CSXAX Mutual Fund Performance

CSXAX performance across multiple time periods: 1-month 2.14%, YTD 13.62%, 1-year 21.19%, 3-year 20.36%, 5-year 11.09%, 10-year 14.99%.

CSXAX returns outperform the peer average of 11.21% 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.