CSGIX Mutual Fund

CSGIX Mutual Fund

NAV$13.58
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Returns Overview

1 Month
+6.32%
3 Months
-12.19%
6 Months
+1.26%
YTD
+20.64%
1 Year
+13.86%
3 Years (annualized)
+18.87%

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
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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
MSCI ACWI ex USA Small Cap Index (Net)
This Mutual Fund (YTD)
+20.64%
Peer Avg (YTD)
+12.47%
vs Peers
+8.17%

CSGIX Mutual Fund Performance

CSGIX performance across multiple time periods: 1-month 6.32%, YTD 20.64%, 1-year 13.86%, 3-year 18.87%.

CSGIX returns outperform the peer average of 12.47% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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