CSQIX Mutual Fund

CSQIX Mutual Fund

NAV$8.35
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Returns Overview

1 Month
+1.32%
3 Months
+1.44%
6 Months
-0.03%
YTD
+5.05%
1 Year
+6.24%
3 Years (annualized)
+2.51%
5 Years (annualized)
+3.00%
10 Years (annualized)
+3.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSQIX 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)
+5.05%
Peer Avg (YTD)
+3.99%
vs Peers
+1.06%

CSQIX Mutual Fund Performance

CSQIX performance across multiple time periods: 1-month 1.32%, YTD 5.05%, 1-year 6.24%, 3-year 2.51%, 5-year 3.00%, 10-year 3.34%.

CSQIX returns outperform the peer average of 3.99% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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