CSMFX Mutual Fund

CSMFX Mutual Fund

NAV$25.18
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Returns Overview

1 Month
-5.87%
3 Months
-8.71%
6 Months
+2.08%
YTD
+4.92%
1 Year
+7.98%
3 Years (annualized)
+18.20%
5 Years (annualized)
+7.66%
10 Years (annualized)
+11.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSMFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+4.92%
Peer Avg (YTD)
+6.72%
vs Peers
-1.80%

CSMFX Mutual Fund Performance

CSMFX performance across multiple time periods: 1-month -5.87%, YTD 4.92%, 1-year 7.98%, 3-year 18.20%, 5-year 7.66%, 10-year 11.34%.

CSMFX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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