CSIFX Mutual Fund

CSIFX Mutual Fund

NAV$47.68
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Returns Overview

1 Month
-0.35%
3 Months
-1.02%
6 Months
+0.26%
YTD
+2.34%
1 Year
+2.93%
3 Years (annualized)
+14.82%
5 Years (annualized)
+6.34%
10 Years (annualized)
+9.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSIFX 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)
+2.34%
Peer Avg (YTD)
+5.30%
vs Peers
-2.97%

CSIFX Mutual Fund Performance

CSIFX performance across multiple time periods: 1-month -0.35%, YTD 2.34%, 1-year 2.93%, 3-year 14.82%, 5-year 6.34%, 10-year 9.35%.

CSIFX returns trail the peer average of 5.30% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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