CSCIX Mutual Fund

CSCIX Mutual Fund

NAV$15.46
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Returns Overview

1 Month
+5.40%
3 Months
-3.62%
6 Months
-1.07%
YTD
+11.24%
1 Year
+12.58%
3 Years (annualized)
+13.52%
5 Years (annualized)
+1.39%
10 Years (annualized)
+6.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSCIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.24%
Peer Avg (YTD)
+7.23%
vs Peers
+4.01%

CSCIX Mutual Fund Performance

CSCIX performance across multiple time periods: 1-month 5.40%, YTD 11.24%, 1-year 12.58%, 3-year 13.52%, 5-year 1.39%, 10-year 6.11%.

CSCIX returns outperform the peer average of 7.23% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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