CSFAX Mutual Fund

NAV$60.57

Returns Overview

1 Month
+0.85%
3 Months
+3.40%
6 Months
+8.26%
YTD
+11.61%
1 Year
+11.60%
3 Years (annualized)
+8.98%
5 Years (annualized)
+1.66%
10 Years (annualized)
+5.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSFAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
FTSE EPRA NAREIT Developed Real Estate Index (Net)(^ENGLNR)
This Mutual Fund (YTD)
+11.61%
Peer Avg (YTD)
+11.24%
vs Peers
+0.36%

CSFAX Mutual Fund Performance

CSFAX performance across multiple time periods: 1-month 0.85%, YTD 11.61%, 1-year 11.60%, 3-year 8.98%, 5-year 1.66%, 10-year 5.57%.

CSFAX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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