CSZIX Mutual Fund

CSZIX Mutual Fund

NAV$18.53
See how much of CSZIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.86%
3 Months
-6.05%
6 Months
+3.98%
YTD
+7.85%
1 Year
+4.96%
3 Years (annualized)
+10.87%
5 Years (annualized)
+2.85%
10 Years (annualized)
+6.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSZIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.85%
Peer Avg (YTD)
+4.73%
vs Peers
+3.12%

CSZIX Mutual Fund Performance

CSZIX performance across multiple time periods: 1-month -5.86%, YTD 7.85%, 1-year 4.96%, 3-year 10.87%, 5-year 2.85%, 10-year 6.93%.

CSZIX 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.

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