CMSHX Mutual Fund

CMSHX Mutual Fund

NAV$36.27
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Returns Overview

1 Month
-3.98%
3 Months
-12.74%
6 Months
+18.27%
YTD
+11.35%
1 Year
+18.67%
3 Years (annualized)
+21.94%
5 Years (annualized)
+5.47%
10 Years (annualized)
+16.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMSHX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.35%
Peer Avg (YTD)
+10.34%
vs Peers
+1.01%

CMSHX Mutual Fund Performance

CMSHX performance across multiple time periods: 1-month -3.98%, YTD 11.35%, 1-year 18.67%, 3-year 21.94%, 5-year 5.47%, 10-year 16.23%.

CMSHX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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