CSOIX Mutual Fund

NAV$9.14

Returns Overview

1 Month
-0.54%
3 Months
+1.25%
6 Months
-0.88%
YTD
-0.78%
1 Year
+1.44%
3 Years (annualized)
+6.76%
5 Years (annualized)
+4.27%
10 Years (annualized)
+5.84%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
-0.78%
Peer Avg (YTD)
+3.23%
vs Peers
-4.00%

CSOIX Mutual Fund Performance

CSOIX performance across multiple time periods: 1-month -0.54%, YTD -0.78%, 1-year 1.44%, 3-year 6.76%, 5-year 4.27%, 10-year 5.84%.

CSOIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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