CSMCX Mutual Fund

CSMCX Mutual Fund

NAV$54.40
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Returns Overview

1 Month
-2.22%
3 Months
-7.41%
6 Months
+13.30%
YTD
+10.48%
1 Year
+7.78%
3 Years (annualized)
+13.04%
5 Years (annualized)
+10.03%
10 Years (annualized)
+20.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSMCX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+10.48%
Peer Avg (YTD)
+10.34%
vs Peers
+0.14%

CSMCX Mutual Fund Performance

CSMCX performance across multiple time periods: 1-month -2.22%, YTD 10.48%, 1-year 7.78%, 3-year 13.04%, 5-year 10.03%, 10-year 20.51%.

CSMCX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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