CSTAX Mutual Fund

NAV$12.53

Returns Overview

1 Month
+0.16%
3 Months
+1.88%
6 Months
+1.71%
YTD
+1.63%
1 Year
+5.35%
3 Years (annualized)
+6.88%
5 Years (annualized)
+2.87%
10 Years (annualized)
+4.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSTAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+1.63%
Peer Avg (YTD)
+4.14%
vs Peers
-2.52%

CSTAX Mutual Fund Performance

CSTAX performance across multiple time periods: 1-month 0.16%, YTD 1.63%, 1-year 5.35%, 3-year 6.88%, 5-year 2.87%, 10-year 4.98%.

CSTAX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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