CSMVX Mutual Fund

CSMVX Mutual Fund

NAV$46.90
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Returns Overview

1 Month
-2.22%
3 Months
-7.45%
6 Months
+13.19%
YTD
+10.28%
1 Year
+7.52%
3 Years (annualized)
+12.75%
5 Years (annualized)
+10.08%
10 Years (annualized)
+17.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSMVX 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)
+10.28%
Peer Avg (YTD)
+10.34%
vs Peers
-0.06%

CSMVX Mutual Fund Performance

CSMVX performance across multiple time periods: 1-month -2.22%, YTD 10.28%, 1-year 7.52%, 3-year 12.75%, 5-year 10.08%, 10-year 17.49%.

CSMVX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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