CSAIX Mutual Fund

NAV$7.88

Returns Overview

1 Month
-1.45%
3 Months
+1.02%
6 Months
+3.54%
YTD
+3.54%
1 Year
+10.98%
3 Years (annualized)
-3.74%
5 Years (annualized)
+0.48%
10 Years (annualized)
+0.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSAIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Credit Suisse Managed Futures Liquid Index(CSLABMF)
This Mutual Fund (YTD)
+3.54%
Peer Avg (YTD)
+12.13%
vs Peers
-8.59%

CSAIX Mutual Fund Performance

CSAIX performance across multiple time periods: 1-month -1.45%, YTD 3.54%, 1-year 10.98%, 3-year -3.74%, 5-year 0.48%, 10-year 0.06%.

CSAIX returns trail the peer average of 12.13% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

CSAIX performance comparison shows side-by-side returns with another fund. CSAIX alternatives are available in the Mutual Fund Screener.