CISIX Mutual Fund

NAV$64.72

Returns Overview

1 Month
+0.29%
3 Months
+18.39%
6 Months
+12.60%
YTD
+12.10%
1 Year
+24.59%
3 Years (annualized)
+20.59%
5 Years (annualized)
+12.26%
10 Years (annualized)
+15.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CISIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Calvert US LargeCap Core Responsible Index(^CALUSLCCRI)
This Mutual Fund (YTD)
+12.10%
Peer Avg (YTD)
+9.51%
vs Peers
+2.59%

CISIX Mutual Fund Performance

CISIX performance across multiple time periods: 1-month 0.29%, YTD 12.10%, 1-year 24.59%, 3-year 20.59%, 5-year 12.26%, 10-year 15.66%.

CISIX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

CISIX performance comparison shows side-by-side returns with another fund. CISIX alternatives are available in the Mutual Fund Screener.