CSMMX Mutual Fund

CSMMX Mutual Fund

NAV$21.86
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Returns Overview

1 Month
+3.01%
3 Months
-2.70%
6 Months
+17.66%
YTD
+6.04%
1 Year
+20.68%
3 Years (annualized)
+24.23%
5 Years (annualized)
+16.13%
10 Years (annualized)
+23.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSMMX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.04%
Peer Avg (YTD)
+8.68%
vs Peers
-2.64%

CSMMX Mutual Fund Performance

CSMMX performance across multiple time periods: 1-month 3.01%, YTD 6.04%, 1-year 20.68%, 3-year 24.23%, 5-year 16.13%, 10-year 23.75%.

CSMMX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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