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CSOAX: CREDIT SUISSE STRATEGIC INCOME FUND CLASS A (MUTUAL FUND)
Basic Info 9.17 0.02(0.22%) June 05
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (5%) |
| Start Date: | 10/01/2012 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 6.67% |
| Expenses | 1.80% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | -0.1 | 3.2 | 7.4 | 4.3 | 5.6 | 5.4 | 5.3 | 8.7 | 13.9 | -6.4 | 4.6 | 4.5 | 9.9 | -1.0 | 6.8 | 13.2 | 0.2 | 2.0 | 11.0 | 3.2 |
| Sharpe Ratio | NA | -0.91 | 0.2 | 1.38 | 0.52 | 0.98 | 1.11 | 0.84 | 1.87 | 2.7 | -1.73 | 3.04 | 0.46 | 3.68 | -1.01 | 3.59 | 3.32 | 0.07 | 0.78 | 4.32 | 7.0 |
| Draw Down(%) | NA | 2.4 | 2.4 | 3.1 | 10.0 | 20.0 | 20.0 | 3.1 | 0.9 | 2.6 | 10.0 | 0.9 | 20.0 | 1.2 | 4.1 | 0.8 | 6.9 | 5.7 | 3.7 | 2.8 | 0.4 |
| Standard Deviation(%) | NA | 2.9 | 2.6 | 3.0 | 3.4 | 4.0 | 3.8 | 2.9 | 2.7 | 3.8 | 4.6 | 1.5 | 9.2 | 2.3 | 2.4 | 1.7 | 3.9 | 3.0 | 2.5 | 2.5 | 2.0 |
| Treynor Ratio | NA | -0.08 | 0.02 | 0.21 | 0.09 | 0.21 | 0.26 | 0.15 | 0.27 | 0.58 | -0.37 | 1.01 | 0.12 | -3.98 | -0.16 | 0.56 | 9.33 | -0.31 | 0.4 | 1.21 | -1.59 |
| Alpha | NA | -0.01 | 0.0 | 0.02 | 0.01 | 0.02 | 0.02 | 0.01 | 0.02 | 0.04 | -0.02 | 0.02 | 0.01 | 0.03 | -0.01 | 0.02 | 0.05 | 0.0 | 0.01 | 0.04 | 0.05 |
| Beta | NA | 0.35 | 0.26 | 0.2 | 0.19 | 0.19 | 0.16 | 0.16 | 0.19 | 0.18 | 0.21 | 0.05 | 0.36 | -0.02 | 0.15 | 0.11 | 0.01 | -0.01 | 0.05 | 0.09 | -0.09 |
| RSquared | NA | 0.25 | 0.16 | 0.13 | 0.12 | 0.05 | 0.04 | 0.06 | 0.14 | 0.11 | 0.13 | 0.01 | 0.04 | 0.0 | 0.03 | 0.04 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 |
| Yield(%) | N/A | 2.2 | N/A | N/A | N/A | N/A | N/A | 6.7 | 7.5 | 8.2 | 4.7 | 3.1 | 4.7 | 5.3 | 4.9 | 5.1 | 6.8 | 6.2 | 7.9 | 7.2 | 0.9 |
| Dividend Growth(%) | N/A | -68.2 | N/A | N/A | N/A | N/A | N/A | -10.1 | -4.0 | 56.5 | 51.3 | -33.8 | -8.0 | 2.7 | -1.3 | -20.8 | 2.9 | -26.4 | 13.8 | 702.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2012
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