CSMYX Mutual Fund

CSMYX Mutual Fund

NAV$10.01
See how much of CSMYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.72%
3 Months
-1.72%
6 Months
-0.77%
YTD
-0.52%
1 Year
+0.12%
3 Years (annualized)
+3.50%
5 Years (annualized)
+1.76%
10 Years (annualized)
+1.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSMYX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 1-5 Year Municipal Bond Index
This Mutual Fund (YTD)
-0.52%
Peer Avg (YTD)
-3.84%
vs Peers
+3.32%

CSMYX Mutual Fund Performance

CSMYX performance across multiple time periods: 1-month -1.72%, YTD -0.52%, 1-year 0.12%, 3-year 3.50%, 5-year 1.76%, 10-year 1.66%.

CSMYX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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