Nasdaq - Delayed Quote USD

Credit Suisse Floating Rate Hi Inc Instl (CSHIX)

6.35 +0.01 (+0.16%)
At close: April 24 at 6:45 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.46%
5y Average Return 4.77%
Number of Years Up 19
Number of Years Down 4
Best 1Y Total Return (Apr 23, 2024) 52.77%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 52.77%
Worst 3Y Total Return 2.00%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CSHIX
Category
YTD
2.36%
2.87%
1-Month
0.62%
0.37%
3-Month
2.36%
1.35%
1-Year
12.04%
10.15%
3-Year
5.48%
3.23%
5-Year
4.97%
3.90%
10-Year
4.30%
3.49%
Last Bull Market
8.22%
7.61%
Last Bear Market
-4.62%
-3.97%

Annual Total Return (%) History

Year
CSHIX
Category
2024
--
--
2023
13.02%
--
2022
-1.68%
--
2021
5.44%
--
2020
2.38%
1.16%
2019
7.09%
7.45%
2018
-0.01%
-0.26%
2017
4.57%
3.48%

2016
9.11%
9.25%
2015
1.37%
-1.25%
2014
1.38%
0.57%
2013
5.24%
5.68%
2012
9.13%
9.43%
2011
5.16%
1.63%
2010
14.19%
9.44%
2009
52.77%
41.81%
2008
-24.66%
-29.72%
2007
-2.23%
1.09%
2006
10.70%
6.57%
2005
2.28%
4.58%
2004
11.59%
5.12%
2003
22.45%
10.43%
2002
1.77%
0.84%
2001
6.23%
1.64%
2000
--
5.52%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.36% -- -- --
2023 3.26% 3.43% 3.20% 2.54%
2022 -0.19% -4.62% 1.13% 2.12%
2021 2.18% 1.66% 0.78% 0.70%
2020 -13.60% 9.32% 3.99% 4.23%
2019 3.18% 1.16% 0.70% 1.89%
2018 0.92% 0.66% 1.68% -3.19%
2017 1.48% 0.85% 1.18% 0.98%
2016 0.63% 2.96% 2.90% 2.34%
2015 2.26% 1.25% -0.87% -1.23%

2014 1.16% 0.99% -0.29% -0.47%
2013 2.25% -0.06% 1.33% 1.64%
2012 3.40% 1.18% 2.62% 1.64%
2011 4.57% 0.47% -2.37% 2.52%
2010 3.56% -0.03% 6.22% 3.84%
2009 4.34% 21.25% 13.68% 6.22%
2008 -0.75% 1.61% -7.42% -19.31%
2007 3.03% 0.34% -0.18% -5.25%
2006 2.61% -0.12% 3.53% 4.34%
2005 -1.55% 0.97% 1.59% 1.28%
2004 2.36% -0.04% 4.38% 4.48%
2003 5.79% 7.18% 2.65% 5.21%
2002 2.25% -3.08% -2.66% 5.49%
2001 6.46% -1.55% -5.58% 7.34%
2000 -4.09% -- -- --

Rank in Category (By Total Return)

YTD 45
1-Month 89
3-Month 45
1-Year 30
3-Year 26
5-Year 14

Load Adjusted Returns

1-Year 12.04%
3-Year 5.48%
5-Year 4.97%
10-Year 4.30%

Performance & Risk

YTD Return 2.46%
5y Average Return 4.77%
Rank in Category (ytd) 45
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.21
Morningstar Risk Rating

Fund Overview

Category Bank Loan
Fund Family Credit Suisse (New York, NY)
Net Assets 1.98B
YTD Return 2.36%
Yield 9.29%
Morningstar Rating
Inception Date Aug 01, 2000

Fund Summary

The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in high yield, fixed income securities (commonly referred to as "junk bonds"). The high yield, fixed income securities in which the fund will invest for purposes of this 80% policy will consist entirely of senior secured floating rate loans ("Senior Loans") issued by non-investment grade companies. It may invest up to 30% of its total assets in securities of non-U.S. issuers.

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