CSSZX Mutual Fund

NAV$26.68

Returns Overview

1 Month
+1.06%
3 Months
+7.54%
6 Months
+18.84%
YTD
+25.02%
1 Year
+39.45%
3 Years (annualized)
+16.85%
5 Years (annualized)
+8.85%
10 Years (annualized)
+10.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSSZX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+25.02%
Peer Avg (YTD)
+18.52%
vs Peers
+6.50%

CSSZX Mutual Fund Performance

CSSZX performance across multiple time periods: 1-month 1.06%, YTD 25.02%, 1-year 39.45%, 3-year 16.85%, 5-year 8.85%, 10-year 10.81%.

CSSZX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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