CSIRX Mutual Fund

CSIRX Mutual Fund

NAV$32.81
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Returns Overview

1 Month
-1.18%
3 Months
+4.37%
6 Months
+1.90%
YTD
+5.72%
1 Year
+15.14%
3 Years (annualized)
+9.92%
5 Years (annualized)
+0.49%
10 Years (annualized)
+7.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSIRX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+5.72%
Peer Avg (YTD)
+8.67%
vs Peers
-2.95%

CSIRX Mutual Fund Performance

CSIRX performance across multiple time periods: 1-month -1.18%, YTD 5.72%, 1-year 15.14%, 3-year 9.92%, 5-year 0.49%, 10-year 7.53%.

CSIRX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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