CSQIX Mutual Fund

CSQIX Mutual Fund

NAV$8.43
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Returns Overview

1 Month
-0.60%
3 Months
+0.72%
6 Months
+2.41%
YTD
+3.68%
1 Year
+4.47%
3 Years (annualized)
+3.02%
5 Years (annualized)
+2.53%
10 Years (annualized)
+3.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSQIX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+3.68%
Peer Avg (YTD)
+5.40%
vs Peers
-1.72%

CSQIX Mutual Fund Performance

CSQIX performance across multiple time periods: 1-month -0.60%, YTD 3.68%, 1-year 4.47%, 3-year 3.02%, 5-year 2.53%, 10-year 3.28%.

CSQIX returns trail the peer average of 5.40% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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