CSJIX Mutual Fund

NAV$77.44

Returns Overview

1 Month
+3.01%
3 Months
+6.40%
6 Months
+16.24%
YTD
+17.76%
1 Year
+12.12%
3 Years (annualized)
+10.00%
5 Years (annualized)
+5.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSJIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+17.76%
Peer Avg (YTD)
+11.24%
vs Peers
+6.52%

CSJIX Mutual Fund Performance

CSJIX performance across multiple time periods: 1-month 3.01%, YTD 17.76%, 1-year 12.12%, 3-year 10.00%, 5-year 5.85%.

CSJIX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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