CISGX Mutual Fund

CISGX Mutual Fund

NAV$21.26
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Returns Overview

1 Month
-7.20%
3 Months
+0.54%
6 Months
+3.48%
YTD
-0.10%
1 Year
-2.91%
3 Years (annualized)
+15.33%
5 Years (annualized)
+0.40%

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)
-0.10%
Peer Avg (YTD)
+6.23%
vs Peers
-6.33%

CISGX Mutual Fund Performance

CISGX performance across multiple time periods: 1-month -7.20%, YTD -0.10%, 1-year -2.91%, 3-year 15.33%, 5-year 0.40%.

CISGX returns trail the peer average of 6.23% 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.