CSJIX Mutual Fund

CSJIX Mutual Fund

NAV$70.59
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Returns Overview

1 Month
-5.95%
3 Months
-6.10%
6 Months
+3.31%
YTD
+6.77%
1 Year
+4.08%
3 Years (annualized)
+10.36%
5 Years (annualized)
+2.82%
10 Years (annualized)
+6.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSJIX 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)
+6.77%
Peer Avg (YTD)
+4.73%
vs Peers
+2.03%

CSJIX Mutual Fund Performance

CSJIX performance across multiple time periods: 1-month -5.95%, YTD 6.77%, 1-year 4.08%, 3-year 10.36%, 5-year 2.82%, 10-year 6.56%.

CSJIX returns outperform the peer average of 4.73% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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