CSTIX Mutual Fund

CSTIX Mutual Fund

NAV$9.38
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Returns Overview

1 Month
-0.77%
3 Months
-0.46%
6 Months
+0.35%
YTD
+0.68%
1 Year
+1.95%
3 Years (annualized)
+5.15%
5 Years (annualized)
+2.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSTIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+0.68%
Peer Avg (YTD)
+0.50%
vs Peers
+0.18%

CSTIX Mutual Fund Performance

CSTIX performance across multiple time periods: 1-month -0.77%, YTD 0.68%, 1-year 1.95%, 3-year 5.15%, 5-year 2.81%.

CSTIX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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