CSIBX Mutual Fund

NAV$14.31

Returns Overview

1 Month
-1.45%
3 Months
-1.92%
6 Months
-3.05%
YTD
-3.11%
1 Year
+3.97%
3 Years (annualized)
+5.13%
5 Years (annualized)
+0.86%
10 Years (annualized)
+2.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSIBX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-3.11%
Peer Avg (YTD)
+3.23%
vs Peers
-6.34%

CSIBX Mutual Fund Performance

CSIBX performance across multiple time periods: 1-month -1.45%, YTD -3.11%, 1-year 3.97%, 3-year 5.13%, 5-year 0.86%, 10-year 2.27%.

CSIBX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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