CSRIX Mutual Fund

CSRIX Mutual Fund

NAV$54.12
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Returns Overview

1 Month
+6.05%
3 Months
-2.94%
6 Months
+0.16%
YTD
+13.46%
1 Year
+13.67%
3 Years (annualized)
+14.44%
5 Years (annualized)
+2.58%
10 Years (annualized)
+7.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSRIX 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
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📉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
Linked Benchmark
This Mutual Fund (YTD)
+13.46%
Peer Avg (YTD)
+7.23%
vs Peers
+6.24%

CSRIX Mutual Fund Performance

CSRIX performance across multiple time periods: 1-month 6.05%, YTD 13.46%, 1-year 13.67%, 3-year 14.44%, 5-year 2.58%, 10-year 7.19%.

CSRIX returns outperform the peer average of 7.23% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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