CSVEX Mutual Fund

NAV$26.82

Returns Overview

1 Month
-1.79%
3 Months
+4.24%
6 Months
+7.02%
YTD
+13.45%
1 Year
+33.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSVEX 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 ACWI ex USA Value Index(^NU106037)
This Mutual Fund (YTD)
+13.45%
Peer Avg (YTD)
+8.71%
vs Peers
+4.74%

CSVEX Mutual Fund Performance

CSVEX performance across multiple time periods: 1-month -1.79%, YTD 13.45%, 1-year 33.31%.

CSVEX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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