CSXRX Mutual Fund

NAV$63.54

Returns Overview

1 Month
+0.29%
3 Months
+18.41%
6 Months
+12.63%
YTD
+12.12%
1 Year
+24.64%
3 Years (annualized)
+20.65%
5 Years (annualized)
+12.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSXRX 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
Calvert US LargeCap Core Responsible Index(^CALUSLCCRI)
This Mutual Fund (YTD)
+12.12%
Peer Avg (YTD)
+9.51%
vs Peers
+2.62%

CSXRX Mutual Fund Performance

CSXRX performance across multiple time periods: 1-month 0.29%, YTD 12.12%, 1-year 24.64%, 3-year 20.65%, 5-year 12.31%.

CSXRX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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