CSXRX Mutual Fund

CSXRX Mutual Fund

NAV$64.22
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Returns Overview

1 Month
+2.16%
3 Months
+1.82%
6 Months
+13.61%
YTD
+13.83%
1 Year
+21.55%
3 Years (annualized)
+20.73%
5 Years (annualized)
+11.42%
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)
+13.83%
Peer Avg (YTD)
+11.21%
vs Peers
+2.62%

CSXRX Mutual Fund Performance

CSXRX performance across multiple time periods: 1-month 2.16%, YTD 13.83%, 1-year 21.55%, 3-year 20.73%, 5-year 11.42%, 10-year 15.14%.

CSXRX returns outperform the peer average of 11.21% 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.