CSIRX Mutual Fund

CSIRX Mutual Fund

NAV$30.82
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Returns Overview

1 Month
-3.72%
3 Months
-1.27%
6 Months
+11.86%
YTD
+3.82%
1 Year
+7.48%
3 Years (annualized)
+13.00%
5 Years (annualized)
-0.14%
10 Years (annualized)
+7.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSIRX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+3.82%
Peer Avg (YTD)
+7.86%
vs Peers
-4.05%

CSIRX Mutual Fund Performance

CSIRX performance across multiple time periods: 1-month -3.72%, YTD 3.82%, 1-year 7.48%, 3-year 13.00%, 5-year -0.14%, 10-year 7.24%.

CSIRX returns trail the peer average of 7.86% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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