CSRIX Mutual Fund

CSRIX Mutual Fund

NAV$51.56
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Returns Overview

1 Month
-5.89%
3 Months
-5.99%
6 Months
+3.40%
YTD
+6.99%
1 Year
+4.41%
3 Years (annualized)
+10.40%
5 Years (annualized)
+3.75%
10 Years (annualized)
+9.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSRIX 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
Linked Benchmark
This Mutual Fund (YTD)
+6.99%
Peer Avg (YTD)
+4.73%
vs Peers
+2.26%

CSRIX Mutual Fund Performance

CSRIX performance across multiple time periods: 1-month -5.89%, YTD 6.99%, 1-year 4.41%, 3-year 10.40%, 5-year 3.75%, 10-year 9.66%.

CSRIX returns outperform the peer average of 4.73% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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