CSCRX Mutual Fund

NAV$41.66

Returns Overview

1 Month
+5.96%
3 Months
+35.51%
6 Months
+30.35%
YTD
+27.63%
1 Year
+55.36%
3 Years (annualized)
+27.26%
5 Years (annualized)
+7.32%
10 Years (annualized)
+18.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSCRX 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

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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+27.63%
Peer Avg (YTD)
+18.52%
vs Peers
+9.11%

CSCRX Mutual Fund Performance

CSCRX performance across multiple time periods: 1-month 5.96%, YTD 27.63%, 1-year 55.36%, 3-year 27.26%, 5-year 7.32%, 10-year 18.00%.

CSCRX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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