CSFZX Mutual Fund

NAV$60.94

Returns Overview

1 Month
+0.69%
3 Months
+3.31%
6 Months
+8.24%
YTD
+11.63%
1 Year
+11.99%
3 Years (annualized)
+9.36%
5 Years (annualized)
+2.02%
10 Years (annualized)
+5.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSFZX 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)
+11.63%
Peer Avg (YTD)
+11.24%
vs Peers
+0.39%

CSFZX Mutual Fund Performance

CSFZX performance across multiple time periods: 1-month 0.69%, YTD 11.63%, 1-year 11.99%, 3-year 9.36%, 5-year 2.02%, 10-year 5.93%.

CSFZX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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