Returns Overview

1 Month
-0.46%
3 Months
+2.82%
6 Months
+9.76%
YTD
+12.34%
1 Year
+13.37%
3 Years
+12.31%
5 Years
+4.78%
10 Years
+7.69%

Risk Metrics (1-Year)

No risk data available for this ETF

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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This ETF (YTD)
+12.34%
Peer Avg (YTD)
+8.90%
vs Peers
+3.43%

CSZIX ETF Performance

CSZIX performance across multiple time periods: 1-month -0.46%, YTD 12.34%, 1-year 13.37%, 3-year 12.31%, 5-year 4.78%, 10-year 7.69%.

CSZIX returns outperform the peer average of 8.90% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this ETF.

CSZIX performance comparison shows side-by-side returns with another fund. CSZIX alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.46%N/A
3 Months+2.82%N/A
6 Months+9.76%N/A
1 Year+13.37%N/A
3 Years+12.31%N/A
5 Years+4.78%N/A

All returns shown are total returns, not annualized