CISIX Mutual Fund

CISIX Mutual Fund

NAV$64.44
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Returns Overview

1 Month
+2.15%
3 Months
+1.80%
6 Months
+13.59%
YTD
+13.79%
1 Year
+21.48%
3 Years (annualized)
+20.66%
5 Years (annualized)
+11.36%
10 Years (annualized)
+15.30%

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
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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
Calvert US LargeCap Core Responsible Index(^CALUSLCCRI)
This Mutual Fund (YTD)
+13.79%
Peer Avg (YTD)
+11.21%
vs Peers
+2.58%

CISIX Mutual Fund Performance

CISIX performance across multiple time periods: 1-month 2.15%, YTD 13.79%, 1-year 21.48%, 3-year 20.66%, 5-year 11.36%, 10-year 15.30%.

CISIX returns outperform the peer average of 11.21% 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.