CFSMX Mutual Fund

CFSMX Mutual Fund

NAV$15.03
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Returns Overview

1 Month
+7.54%
3 Months
+2.52%
6 Months
+10.37%
YTD
+12.11%
1 Year
+12.36%
3 Years (annualized)
+7.16%
5 Years (annualized)
+3.00%
10 Years (annualized)
+7.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFSMX 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 2500 Index(^R25I)
This Mutual Fund (YTD)
+12.11%
Peer Avg (YTD)
+8.01%
vs Peers
+4.10%

CFSMX Mutual Fund Performance

CFSMX performance across multiple time periods: 1-month 7.54%, YTD 12.11%, 1-year 12.36%, 3-year 7.16%, 5-year 3.00%, 10-year 7.33%.

CFSMX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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