CSXCX Mutual Fund

CSXCX Mutual Fund

NAV$56.01
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Returns Overview

1 Month
-1.44%
3 Months
-0.62%
6 Months
+4.26%
YTD
+10.07%
1 Year
+10.81%
3 Years (annualized)
+21.79%
5 Years (annualized)
+9.28%
10 Years (annualized)
+14.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSXCX 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)
+10.07%
Peer Avg (YTD)
+10.80%
vs Peers
-0.72%

CSXCX Mutual Fund Performance

CSXCX performance across multiple time periods: 1-month -1.44%, YTD 10.07%, 1-year 10.81%, 3-year 21.79%, 5-year 9.28%, 10-year 14.08%.

CSXCX returns trail the peer average of 10.80% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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