CMIDX Mutual Fund

CMIDX Mutual Fund

NAV$19.85
See how much of CMIDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.89%
3 Months
-8.20%
6 Months
+6.97%
YTD
+6.91%
1 Year
+0.37%
3 Years (annualized)
+4.44%
5 Years (annualized)
-1.21%
10 Years (annualized)
+8.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMIDX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.91%
Peer Avg (YTD)
+6.72%
vs Peers
+0.19%

CMIDX Mutual Fund Performance

CMIDX performance across multiple time periods: 1-month -2.89%, YTD 6.91%, 1-year 0.37%, 3-year 4.44%, 5-year -1.21%, 10-year 8.86%.

CMIDX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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