CSDIX Mutual Fund

NAV$19.73

Returns Overview

1 Month
+0.75%
3 Months
+9.81%
6 Months
+13.29%
YTD
+13.10%
1 Year
+13.31%
3 Years (annualized)
+10.47%
5 Years (annualized)
+4.17%
10 Years (annualized)
+6.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSDIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.10%
Peer Avg (YTD)
+11.24%
vs Peers
+1.85%

CSDIX Mutual Fund Performance

CSDIX performance across multiple time periods: 1-month 0.75%, YTD 13.10%, 1-year 13.31%, 3-year 10.47%, 5-year 4.17%, 10-year 6.77%.

CSDIX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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