CSGIX Mutual Fund

NAV$13.39

Returns Overview

1 Month
-6.13%
3 Months
+21.84%
6 Months
+28.96%
YTD
+26.61%
1 Year
+23.76%
3 Years (annualized)
+22.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSGIX 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
MSCI ACWI ex USA Small Cap Index (Net)
This Mutual Fund (YTD)
+26.61%
Peer Avg (YTD)
+11.18%
vs Peers
+15.43%

CSGIX Mutual Fund Performance

CSGIX performance across multiple time periods: 1-month -6.13%, YTD 26.61%, 1-year 23.76%, 3-year 22.17%.

CSGIX returns outperform the peer average of 11.18% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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