CSGTX Mutual Fund

NAV$3.51

Returns Overview

1 Month
+4.96%
3 Months
+19.44%
6 Months
+13.39%
YTD
+12.39%
1 Year
+16.20%
3 Years (annualized)
+11.26%
5 Years (annualized)
+5.86%
10 Years (annualized)
+12.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSGTX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+12.39%
Peer Avg (YTD)
+18.52%
vs Peers
-6.14%

CSGTX Mutual Fund Performance

CSGTX performance across multiple time periods: 1-month 4.96%, YTD 12.39%, 1-year 16.20%, 3-year 11.26%, 5-year 5.86%, 10-year 12.38%.

CSGTX returns trail the peer average of 18.52% YTD. With an expense ratio of 2.13%, investors should weigh costs against performance when evaluating this mutual fund.

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