CSIFX Mutual Fund

CSIFX Mutual Fund

NAV$48.22
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Returns Overview

1 Month
+0.70%
3 Months
-0.01%
6 Months
+4.56%
YTD
+4.12%
1 Year
+8.44%
3 Years (annualized)
+13.25%
5 Years (annualized)
+6.87%
10 Years (annualized)
+9.33%

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)
+4.12%
Peer Avg (YTD)
+6.28%
vs Peers
-2.17%

CSIFX Mutual Fund Performance

CSIFX performance across multiple time periods: 1-month 0.70%, YTD 4.12%, 1-year 8.44%, 3-year 13.25%, 5-year 6.87%, 10-year 9.33%.

CSIFX returns trail the peer average of 6.28% 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.