CSCIX Mutual Fund

CSCIX Mutual Fund

NAV$14.77
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Returns Overview

1 Month
-5.95%
3 Months
-6.26%
6 Months
+2.70%
YTD
+5.54%
1 Year
+3.91%
3 Years (annualized)
+9.76%
5 Years (annualized)
+1.78%
10 Years (annualized)
+5.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSCIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.54%
Peer Avg (YTD)
+4.73%
vs Peers
+0.80%

CSCIX Mutual Fund Performance

CSCIX performance across multiple time periods: 1-month -5.95%, YTD 5.54%, 1-year 3.91%, 3-year 9.76%, 5-year 1.78%, 10-year 5.46%.

CSCIX returns outperform the peer average of 4.73% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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