CSM ETF

$89.51

Returns Overview

1 Month
-1.89%
3 Months
+13.79%
6 Months
+7.66%
YTD
+7.40%
1 Year
+22.31%
3 Years (annualized)
+20.02%
5 Years (annualized)
+12.71%
10 Years (annualized)
+14.23%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would CSM 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Credit Suisse 130/30 Large Cap Index
This ETF (YTD)
+7.40%
Peer Avg (YTD)
+16.06%
vs Peers
-8.66%

CSM ETF Performance

CSM performance across multiple time periods: 1-month -1.89%, YTD 7.40%, 1-year 22.31%, 3-year 20.02%, 5-year 12.71%, 10-year 14.23%.

CSM returns trail the peer average of 16.06% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this ETF.

CSM performance comparison shows side-by-side returns with another fund. CSM alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-1.89%N/A
3 Months+13.79%N/A
6 Months+7.66%N/A
1 Year+22.31%N/A
3 Years+20.02%N/A
5 Years+12.71%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized