CSCIX Mutual Fund

NAV$15.80

Returns Overview

1 Month
+0.64%
3 Months
+9.55%
6 Months
+12.74%
YTD
+12.58%
1 Year
+12.29%
3 Years (annualized)
+9.47%
5 Years (annualized)
+4.43%
10 Years (annualized)
+6.68%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.58%
Peer Avg (YTD)
+11.24%
vs Peers
+1.33%

CSCIX Mutual Fund Performance

CSCIX performance across multiple time periods: 1-month 0.64%, YTD 12.58%, 1-year 12.29%, 3-year 9.47%, 5-year 4.43%, 10-year 6.68%.

CSCIX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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