CFMSX Mutual Fund

CFMSX Mutual Fund

NAV$12.75
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Returns Overview

1 Month
-4.06%
3 Months
-3.40%
6 Months
+5.74%
YTD
+5.30%
1 Year
+6.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFMSX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+5.30%
Peer Avg (YTD)
+6.72%
vs Peers
-1.42%

CFMSX Mutual Fund Performance

CFMSX performance across multiple time periods: 1-month -4.06%, YTD 5.30%, 1-year 6.96%.

CFMSX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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