CMCIX Mutual Fund

CMCIX Mutual Fund

NAV$25.10
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Returns Overview

1 Month
-5.28%
3 Months
-7.09%
6 Months
+4.03%
YTD
+0.98%
1 Year
-1.40%
3 Years (annualized)
+4.88%
5 Years (annualized)
+2.53%
10 Years (annualized)
+8.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMCIX 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)
+0.98%
Peer Avg (YTD)
+6.73%
vs Peers
-5.75%

CMCIX Mutual Fund Performance

CMCIX performance across multiple time periods: 1-month -5.28%, YTD 0.98%, 1-year -1.40%, 3-year 4.88%, 5-year 2.53%, 10-year 8.29%.

CMCIX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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