CSOIX Mutual Fund

CSOIX Mutual Fund

NAV$9.01
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Returns Overview

1 Month
+1.21%
3 Months
+1.36%
6 Months
+2.33%
YTD
+2.17%
1 Year
+3.45%
3 Years (annualized)
+6.60%
5 Years (annualized)
+4.59%
10 Years (annualized)
+5.50%

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)
+2.17%
Peer Avg (YTD)
+2.15%
vs Peers
+0.02%

CSOIX Mutual Fund Performance

CSOIX performance across multiple time periods: 1-month 1.21%, YTD 2.17%, 1-year 3.45%, 3-year 6.60%, 5-year 4.59%, 10-year 5.50%.

CSOIX returns outperform the peer average of 2.15% 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.