CSMDX Mutual Fund

CSMDX Mutual Fund

NAV$16.31
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Returns Overview

1 Month
-6.05%
3 Months
-8.63%
6 Months
+0.82%
YTD
+3.63%
1 Year
+5.11%
3 Years (annualized)
+7.15%
5 Years (annualized)
+5.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSMDX 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
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📉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 2500 Total Return(^R25ITR)
This Mutual Fund (YTD)
+3.63%
Peer Avg (YTD)
+6.72%
vs Peers
-3.09%

CSMDX Mutual Fund Performance

CSMDX performance across multiple time periods: 1-month -6.05%, YTD 3.63%, 1-year 5.11%, 3-year 7.15%, 5-year 5.66%.

CSMDX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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