CMUCX Mutual Fund

CMUCX Mutual Fund

NAV$15.11
See how much of CMUCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.12%
3 Months
-2.33%
6 Months
+15.48%
YTD
+21.60%
1 Year
+26.11%
3 Years (annualized)
+21.86%
5 Years (annualized)
+16.15%
10 Years (annualized)
+13.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMUCX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+21.60%
Peer Avg (YTD)
+6.72%
vs Peers
+14.88%

CMUCX Mutual Fund Performance

CMUCX performance across multiple time periods: 1-month -4.12%, YTD 21.60%, 1-year 26.11%, 3-year 21.86%, 5-year 16.15%, 10-year 13.66%.

CMUCX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.88%, investors should weigh costs against performance when evaluating this mutual fund.

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