CSXCX Mutual Fund

NAV$58.06

Returns Overview

1 Month
+0.21%
3 Months
+18.11%
6 Months
+12.07%
YTD
+11.57%
1 Year
+23.36%
3 Years (annualized)
+19.40%
5 Years (annualized)
+11.15%
10 Years (annualized)
+14.48%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Calvert US LargeCap Core Responsible Index(^CALUSLCCRI)
This Mutual Fund (YTD)
+11.57%
Peer Avg (YTD)
+9.51%
vs Peers
+2.06%

CSXCX Mutual Fund Performance

CSXCX performance across multiple time periods: 1-month 0.21%, YTD 11.57%, 1-year 23.36%, 3-year 19.40%, 5-year 11.15%, 10-year 14.48%.

CSXCX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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