CSMIX Mutual Fund

CSMIX Mutual Fund

NAV$46.03
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Returns Overview

1 Month
-7.44%
3 Months
-6.95%
6 Months
+16.81%
YTD
+17.30%
1 Year
+22.55%
3 Years (annualized)
+21.38%
5 Years (annualized)
+14.61%
10 Years (annualized)
+15.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSMIX 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 Value Index(^RUJ)
This Mutual Fund (YTD)
+17.30%
Peer Avg (YTD)
+10.34%
vs Peers
+6.95%

CSMIX Mutual Fund Performance

CSMIX performance across multiple time periods: 1-month -7.44%, YTD 17.30%, 1-year 22.55%, 3-year 21.38%, 5-year 14.61%, 10-year 15.11%.

CSMIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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