CISGX Mutual Fund

NAV$21.21

Returns Overview

1 Month
+0.87%
3 Months
+23.34%
6 Months
+6.87%
YTD
+7.65%
1 Year
+7.39%
3 Years (annualized)
+20.50%
5 Years (annualized)
+2.43%

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
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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+7.65%
Peer Avg (YTD)
+8.97%
vs Peers
-1.32%

CISGX Mutual Fund Performance

CISGX performance across multiple time periods: 1-month 0.87%, YTD 7.65%, 1-year 7.39%, 3-year 20.50%, 5-year 2.43%.

CISGX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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