CISOX Mutual Fund

CISOX Mutual Fund

NAV$13.81
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Returns Overview

1 Month
+6.31%
3 Months
-12.23%
6 Months
+1.34%
YTD
+20.71%
1 Year
+14.02%
3 Years (annualized)
+18.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CISOX 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
MSCI ACWI ex USA Small Cap Index (Net)
This Mutual Fund (YTD)
+20.71%
Peer Avg (YTD)
+12.47%
vs Peers
+8.24%

CISOX Mutual Fund Performance

CISOX performance across multiple time periods: 1-month 6.31%, YTD 20.71%, 1-year 14.02%, 3-year 18.96%.

CISOX returns outperform the peer average of 12.47% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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