CSIFX Mutual Fund

CSIFX Mutual Fund

NAV$48.08
See how much of CSIFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.06%
3 Months
+1.30%
6 Months
+7.15%
YTD
+3.57%
1 Year
+8.91%
3 Years (annualized)
+12.84%
5 Years (annualized)
+7.04%
10 Years (annualized)
+9.29%

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
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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+3.57%
Peer Avg (YTD)
+5.54%
vs Peers
-1.97%

CSIFX Mutual Fund Performance

CSIFX performance across multiple time periods: 1-month -0.06%, YTD 3.57%, 1-year 8.91%, 3-year 12.84%, 5-year 7.04%, 10-year 9.29%.

CSIFX returns trail the peer average of 5.54% 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.