CSIFX Mutual Fund

NAV$48.54

Returns Overview

1 Month
-0.64%
3 Months
+8.64%
6 Months
+7.38%
YTD
+7.19%
1 Year
+14.48%
3 Years (annualized)
+14.90%
5 Years (annualized)
+8.16%
10 Years (annualized)
+9.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSIFX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+7.19%
Peer Avg (YTD)
+5.87%
vs Peers
+1.33%

CSIFX Mutual Fund Performance

CSIFX performance across multiple time periods: 1-month -0.64%, YTD 7.19%, 1-year 14.48%, 3-year 14.90%, 5-year 8.16%, 10-year 9.90%.

CSIFX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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