CISGX Mutual Fund

CISGX Mutual Fund

NAV$19.23
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Returns Overview

1 Month
-9.63%
3 Months
-2.98%
6 Months
-2.45%
YTD
-3.07%
1 Year
-9.62%
3 Years (annualized)
+20.61%
5 Years (annualized)
-1.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CISGX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-3.07%
Peer Avg (YTD)
+5.23%
vs Peers
-8.30%

CISGX Mutual Fund Performance

CISGX performance across multiple time periods: 1-month -9.63%, YTD -3.07%, 1-year -9.62%, 3-year 20.61%, 5-year -1.56%.

CISGX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

CISGX vs another fund shows side-by-side returns. CISGX alternatives are available in the Mutual Fund Screener.