CSQIX Mutual Fund

NAV$8.35

Returns Overview

1 Month
+1.33%
3 Months
-0.60%
6 Months
+2.83%
YTD
+3.34%
1 Year
+2.34%
3 Years (annualized)
+3.34%
5 Years (annualized)
+2.67%
10 Years (annualized)
+3.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSQIX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+3.34%
Peer Avg (YTD)
+3.47%
vs Peers
-0.13%

CSQIX Mutual Fund Performance

CSQIX performance across multiple time periods: 1-month 1.33%, YTD 3.34%, 1-year 2.34%, 3-year 3.34%, 5-year 2.67%, 10-year 3.26%.

CSQIX returns trail the peer average of 3.47% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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