CMUSX Mutual Fund

CMUSX Mutual Fund

NAV$9.91
See how much of CMUSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.71%
3 Months
-1.01%
6 Months
+10.62%
YTD
+7.82%
1 Year
+9.98%
3 Years (annualized)
+14.06%
5 Years (annualized)
+7.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMUSX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.82%
Peer Avg (YTD)
+6.10%
vs Peers
+1.72%

CMUSX Mutual Fund Performance

CMUSX performance across multiple time periods: 1-month -1.71%, YTD 7.82%, 1-year 9.98%, 3-year 14.06%, 5-year 7.11%.

CMUSX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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