CSDIX Mutual Fund

CSDIX Mutual Fund

NAV$19.81
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Returns Overview

1 Month
+2.58%
3 Months
+2.87%
6 Months
+14.30%
YTD
+16.01%
1 Year
+16.39%
3 Years (annualized)
+10.72%
5 Years (annualized)
+3.80%
10 Years (annualized)
+6.58%

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
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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)
+16.01%
Peer Avg (YTD)
+12.53%
vs Peers
+3.48%

CSDIX Mutual Fund Performance

CSDIX performance across multiple time periods: 1-month 2.58%, YTD 16.01%, 1-year 16.39%, 3-year 10.72%, 5-year 3.80%, 10-year 6.58%.

CSDIX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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