CSIRX Mutual Fund

NAV$30.54

Returns Overview

1 Month
-0.16%
3 Months
+3.60%
6 Months
-0.42%
YTD
+2.21%
1 Year
+12.66%
3 Years (annualized)
+10.60%
5 Years (annualized)
+1.39%
10 Years (annualized)
+8.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSIRX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+2.21%
Peer Avg (YTD)
+9.16%
vs Peers
-6.95%

CSIRX Mutual Fund Performance

CSIRX performance across multiple time periods: 1-month -0.16%, YTD 2.21%, 1-year 12.66%, 3-year 10.60%, 5-year 1.39%, 10-year 8.15%.

CSIRX returns trail the peer average of 9.16% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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