CSPEX Mutual Fund

NAV$75.62

Returns Overview

1 Month
-3.55%
3 Months
+0.92%
6 Months
+5.04%
YTD
+9.44%
1 Year
+24.20%
3 Years (annualized)
+13.04%
5 Years (annualized)
+4.08%
10 Years (annualized)
+11.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSPEX 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
MSCI All Country World Small Cap Index(M7WDSC)
This Mutual Fund (YTD)
+9.44%
Peer Avg (YTD)
+9.16%
vs Peers
+0.27%

CSPEX Mutual Fund Performance

CSPEX performance across multiple time periods: 1-month -3.55%, YTD 9.44%, 1-year 24.20%, 3-year 13.04%, 5-year 4.08%, 10-year 11.54%.

CSPEX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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