CISIX Mutual Fund

CISIX Mutual Fund

NAV$62.75
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Returns Overview

1 Month
-1.37%
3 Months
-0.37%
6 Months
+4.78%
YTD
+10.98%
1 Year
+11.91%
3 Years (annualized)
+23.02%
5 Years (annualized)
+10.37%
10 Years (annualized)
+15.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CISIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Calvert US LargeCap Core Responsible Index(^CALUSLCCRI)
This Mutual Fund (YTD)
+10.98%
Peer Avg (YTD)
+9.28%
vs Peers
+1.71%

CISIX Mutual Fund Performance

CISIX performance across multiple time periods: 1-month -1.37%, YTD 10.98%, 1-year 11.91%, 3-year 23.02%, 5-year 10.37%, 10-year 15.25%.

CISIX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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