CSXCX Mutual Fund

CSXCX Mutual Fund

NAV$56.91
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Returns Overview

1 Month
-0.72%
3 Months
+4.91%
6 Months
+10.11%
YTD
+10.76%
1 Year
+20.13%
3 Years (annualized)
+17.91%
5 Years (annualized)
+10.46%
10 Years (annualized)
+13.94%

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)
+10.76%
Peer Avg (YTD)
+9.41%
vs Peers
+1.35%

CSXCX Mutual Fund Performance

CSXCX performance across multiple time periods: 1-month -0.72%, YTD 10.76%, 1-year 20.13%, 3-year 17.91%, 5-year 10.46%, 10-year 13.94%.

CSXCX returns outperform the peer average of 9.41% 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.