CSZIX Mutual Fund

CSZIX Mutual Fund

NAV$19.41
See how much of CSZIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.52%
3 Months
-3.36%
6 Months
+0.15%
YTD
+13.81%
1 Year
+17.03%
3 Years (annualized)
+18.08%
5 Years (annualized)
+6.85%
10 Years (annualized)
+11.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSZIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.81%
Peer Avg (YTD)
+7.23%
vs Peers
+6.58%

CSZIX Mutual Fund Performance

CSZIX performance across multiple time periods: 1-month 5.52%, YTD 13.81%, 1-year 17.03%, 3-year 18.08%, 5-year 6.85%, 10-year 11.90%.

CSZIX 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.

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