CNSIX Mutual Fund

CNSIX Mutual Fund

NAV$28.42
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Returns Overview

1 Month
-5.96%
3 Months
+0.77%
6 Months
+8.72%
YTD
+14.64%
1 Year
+21.21%
3 Years (annualized)
+14.52%
5 Years (annualized)
+6.42%
10 Years (annualized)
+10.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CNSIX 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
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📉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
Bloomberg US Aggregate Bond Index Return
This Mutual Fund (YTD)
+14.64%
Peer Avg (YTD)
+13.29%
vs Peers
+1.35%

CNSIX Mutual Fund Performance

CNSIX performance across multiple time periods: 1-month -5.96%, YTD 14.64%, 1-year 21.21%, 3-year 14.52%, 5-year 6.42%, 10-year 10.63%.

CNSIX returns outperform the peer average of 13.29% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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