CSVRX Mutual Fund

NAV$48.16

Returns Overview

1 Month
+4.92%
3 Months
+17.96%
6 Months
+18.67%
YTD
+18.37%
1 Year
+38.78%
3 Years (annualized)
+20.00%
5 Years (annualized)
+14.88%
10 Years (annualized)
+16.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSVRX 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)
+18.37%
Peer Avg (YTD)
+18.52%
vs Peers
-0.16%

CSVRX Mutual Fund Performance

CSVRX performance across multiple time periods: 1-month 4.92%, YTD 18.37%, 1-year 38.78%, 3-year 20.00%, 5-year 14.88%, 10-year 16.76%.

CSVRX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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