CSAIX Mutual Fund

CSAIX Mutual Fund

NAV$8.01
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Returns Overview

1 Month
-1.00%
3 Months
-2.19%
6 Months
-0.42%
YTD
+2.51%
1 Year
+10.92%
3 Years (annualized)
-3.29%
5 Years (annualized)
+0.40%
10 Years (annualized)
+0.13%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Credit Suisse Managed Futures Liquid Index(CSLABMF)
This Mutual Fund (YTD)
+2.51%
Peer Avg (YTD)
-0.65%
vs Peers
+3.15%

CSAIX Mutual Fund Performance

CSAIX performance across multiple time periods: 1-month -1.00%, YTD 2.51%, 1-year 10.92%, 3-year -3.29%, 5-year 0.40%, 10-year 0.13%.

CSAIX returns outperform the peer average of -0.65% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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