CSIEX Mutual Fund

NAV$62.50

Returns Overview

1 Month
+4.60%
3 Months
+1.48%
6 Months
-7.01%
YTD
-5.79%
1 Year
-8.80%
3 Years (annualized)
+3.91%
5 Years (annualized)
+3.04%
10 Years (annualized)
+11.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSIEX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
-5.79%
Peer Avg (YTD)
+8.97%
vs Peers
-14.76%

CSIEX Mutual Fund Performance

CSIEX performance across multiple time periods: 1-month 4.60%, YTD -5.79%, 1-year -8.80%, 3-year 3.91%, 5-year 3.04%, 10-year 11.55%.

CSIEX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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