CSIEX Mutual Fund

CSIEX Mutual Fund

NAV$69.85
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Returns Overview

1 Month
+8.42%
3 Months
+7.53%
6 Months
+10.08%
YTD
+2.91%
1 Year
+4.02%
3 Years (annualized)
+11.25%
5 Years (annualized)
+3.85%
10 Years (annualized)
+12.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSIEX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+2.91%
Peer Avg (YTD)
+5.23%
vs Peers
-2.32%

CSIEX Mutual Fund Performance

CSIEX performance across multiple time periods: 1-month 8.42%, YTD 2.91%, 1-year 4.02%, 3-year 11.25%, 5-year 3.85%, 10-year 12.97%.

CSIEX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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