CSXRX Mutual Fund

CSXRX Mutual Fund

NAV$62.16
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Returns Overview

1 Month
-1.36%
3 Months
-0.35%
6 Months
+4.81%
YTD
+11.04%
1 Year
+11.98%
3 Years (annualized)
+23.08%
5 Years (annualized)
+10.43%
10 Years (annualized)
+15.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSXRX 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)
+11.04%
Peer Avg (YTD)
+9.28%
vs Peers
+1.76%

CSXRX Mutual Fund Performance

CSXRX performance across multiple time periods: 1-month -1.36%, YTD 11.04%, 1-year 11.98%, 3-year 23.08%, 5-year 10.43%, 10-year 15.14%.

CSXRX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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