CSAZX Mutual Fund

NAV$14.31

Returns Overview

1 Month
-0.63%
3 Months
+7.78%
6 Months
+6.02%
YTD
+5.63%
1 Year
+14.69%
3 Years (annualized)
+11.56%
5 Years (annualized)
+3.41%
10 Years (annualized)
+6.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSAZX 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
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI All Cap Index(MSCIACWIALLCI)
This Mutual Fund (YTD)
+5.63%
Peer Avg (YTD)
+5.87%
vs Peers
-0.24%

CSAZX Mutual Fund Performance

CSAZX performance across multiple time periods: 1-month -0.63%, YTD 5.63%, 1-year 14.69%, 3-year 11.56%, 5-year 3.41%, 10-year 6.01%.

CSAZX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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