CIMDX Mutual Fund

CIMDX Mutual Fund

NAV$17.20
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Returns Overview

1 Month
-8.96%
3 Months
+3.11%
6 Months
+4.87%
YTD
-0.06%
1 Year
+2.97%
3 Years (annualized)
+9.57%
5 Years (annualized)
+5.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIMDX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
-0.06%
Peer Avg (YTD)
+6.72%
vs Peers
-6.78%

CIMDX Mutual Fund Performance

CIMDX performance across multiple time periods: 1-month -8.96%, YTD -0.06%, 1-year 2.97%, 3-year 9.57%, 5-year 5.33%.

CIMDX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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