CSEIX Mutual Fund

NAV$18.76

Returns Overview

1 Month
+1.85%
3 Months
+5.45%
6 Months
+16.59%
YTD
+16.38%
1 Year
+13.01%
3 Years (annualized)
+10.19%
5 Years (annualized)
+3.90%
10 Years (annualized)
+6.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSEIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.38%
Peer Avg (YTD)
+11.24%
vs Peers
+5.13%

CSEIX Mutual Fund Performance

CSEIX performance across multiple time periods: 1-month 1.85%, YTD 16.38%, 1-year 13.01%, 3-year 10.19%, 5-year 3.90%, 10-year 6.73%.

CSEIX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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