CSZIX Mutual Fund

CSZIX Mutual Fund

NAV$19.75
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Returns Overview

1 Month
+2.58%
3 Months
+2.89%
6 Months
+14.41%
YTD
+16.12%
1 Year
+16.49%
3 Years (annualized)
+10.83%
5 Years (annualized)
+4.00%
10 Years (annualized)
+6.96%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.12%
Peer Avg (YTD)
+12.53%
vs Peers
+3.59%

CSZIX Mutual Fund Performance

CSZIX performance across multiple time periods: 1-month 2.58%, YTD 16.12%, 1-year 16.49%, 3-year 10.83%, 5-year 4.00%, 10-year 6.96%.

CSZIX returns outperform the peer average of 12.53% 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.