CISIX Mutual Fund

CISIX Mutual Fund

NAV$64.22
See how much of CISIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.11%
3 Months
+0.38%
6 Months
+18.84%
YTD
+12.53%
1 Year
+16.60%
3 Years (annualized)
+20.66%
5 Years (annualized)
+11.36%
10 Years (annualized)
+15.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CISIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Calvert US LargeCap Core Responsible Index(^CALUSLCCRI)
This Mutual Fund (YTD)
+12.53%
Peer Avg (YTD)
+9.98%
vs Peers
+2.55%

CISIX Mutual Fund Performance

CISIX performance across multiple time periods: 1-month -1.11%, YTD 12.53%, 1-year 16.60%, 3-year 20.66%, 5-year 11.36%, 10-year 15.30%.

CISIX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

CISIX vs another fund shows side-by-side returns. CISIX alternatives are available in the Mutual Fund Screener.