CNSIX Mutual Fund

CNSIX Mutual Fund

NAV$27.72
See how much of CNSIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.60%
3 Months
-4.38%
6 Months
+8.75%
YTD
+15.33%
1 Year
+20.32%
3 Years (annualized)
+15.65%
5 Years (annualized)
+6.15%
10 Years (annualized)
+10.53%

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
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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index Return
This Mutual Fund (YTD)
+15.33%
Peer Avg (YTD)
+12.29%
vs Peers
+3.04%

CNSIX Mutual Fund Performance

CNSIX performance across multiple time periods: 1-month 0.60%, YTD 15.33%, 1-year 20.32%, 3-year 15.65%, 5-year 6.15%, 10-year 10.53%.

CNSIX returns outperform the peer average of 12.29% 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.