CSEIX Mutual Fund

CSEIX Mutual Fund

NAV$17.14
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Returns Overview

1 Month
-5.87%
3 Months
-6.13%
6 Months
+3.01%
YTD
+6.00%
1 Year
+4.54%
3 Years (annualized)
+10.44%
5 Years (annualized)
+2.37%
10 Years (annualized)
+6.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSEIX 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
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🏦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)
+6.00%
Peer Avg (YTD)
+4.73%
vs Peers
+1.27%

CSEIX Mutual Fund Performance

CSEIX performance across multiple time periods: 1-month -5.87%, YTD 6.00%, 1-year 4.54%, 3-year 10.44%, 5-year 2.37%, 10-year 6.50%.

CSEIX returns outperform the peer average of 4.73% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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