CSOIX Mutual Fund

CSOIX Mutual Fund

NAV$9.16
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Returns Overview

1 Month
+0.13%
3 Months
+0.15%
6 Months
+0.67%
YTD
+0.95%
1 Year
+2.71%
3 Years (annualized)
+6.41%
5 Years (annualized)
+4.41%
10 Years (annualized)
+5.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSOIX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+0.95%
Peer Avg (YTD)
+0.12%
vs Peers
+0.83%

CSOIX Mutual Fund Performance

CSOIX performance across multiple time periods: 1-month 0.13%, YTD 0.95%, 1-year 2.71%, 3-year 6.41%, 5-year 4.41%, 10-year 5.54%.

CSOIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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