CSIBX Mutual Fund

CSIBX Mutual Fund

NAV$13.96
See how much of CSIBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.48%
3 Months
-0.66%
6 Months
-1.46%
YTD
-1.38%
1 Year
-0.81%
3 Years (annualized)
+5.93%
5 Years (annualized)
+0.49%
10 Years (annualized)
+2.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSIBX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-1.38%
Peer Avg (YTD)
+1.93%
vs Peers
-3.30%

CSIBX Mutual Fund Performance

CSIBX performance across multiple time periods: 1-month 2.48%, YTD -1.38%, 1-year -0.81%, 3-year 5.93%, 5-year 0.49%, 10-year 2.01%.

CSIBX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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