CISMX Mutual Fund

CISMX Mutual Fund

NAV$13.59
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Returns Overview

1 Month
-8.88%
3 Months
+1.23%
6 Months
+6.83%
YTD
+4.21%
1 Year
+2.91%
3 Years (annualized)
+4.86%
5 Years (annualized)
+2.24%
10 Years (annualized)
+6.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CISMX 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 2500 Index(^R25I)
This Mutual Fund (YTD)
+4.21%
Peer Avg (YTD)
+6.72%
vs Peers
-2.52%

CISMX Mutual Fund Performance

CISMX performance across multiple time periods: 1-month -8.88%, YTD 4.21%, 1-year 2.91%, 3-year 4.86%, 5-year 2.24%, 10-year 6.87%.

CISMX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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