CSXCX Mutual Fund

CSXCX Mutual Fund

NAV$57.54
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Returns Overview

1 Month
+2.06%
3 Months
+1.53%
6 Months
+13.02%
YTD
+13.04%
1 Year
+20.25%
3 Years (annualized)
+19.46%
5 Years (annualized)
+10.26%
10 Years (annualized)
+14.13%

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)
+13.04%
Peer Avg (YTD)
+11.21%
vs Peers
+1.83%

CSXCX Mutual Fund Performance

CSXCX performance across multiple time periods: 1-month 2.06%, YTD 13.04%, 1-year 20.25%, 3-year 19.46%, 5-year 10.26%, 10-year 14.13%.

CSXCX returns outperform the peer average of 11.21% 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.