CNSIX Mutual Fund

NAV$28.05

Returns Overview

1 Month
-5.56%
3 Months
+1.08%
6 Months
+5.49%
YTD
+11.05%
1 Year
+32.47%
3 Years (annualized)
+17.43%
5 Years (annualized)
+7.69%
10 Years (annualized)
+11.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CNSIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index Return
This Mutual Fund (YTD)
+11.05%
Peer Avg (YTD)
+18.00%
vs Peers
-6.96%

CNSIX Mutual Fund Performance

CNSIX performance across multiple time periods: 1-month -5.56%, YTD 11.05%, 1-year 32.47%, 3-year 17.43%, 5-year 7.69%, 10-year 11.75%.

CNSIX returns trail the peer average of 18.00% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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