CFSMX Mutual Fund

NAV$14.04

Returns Overview

1 Month
+4.38%
3 Months
+5.56%
6 Months
+2.91%
YTD
+2.99%
1 Year
+4.08%
3 Years (annualized)
-0.24%
5 Years (annualized)
-0.06%
10 Years (annualized)
+6.70%

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
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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+2.99%
Peer Avg (YTD)
+10.82%
vs Peers
-7.83%

CFSMX Mutual Fund Performance

CFSMX performance across multiple time periods: 1-month 4.38%, YTD 2.99%, 1-year 4.08%, 3-year -0.24%, 5-year -0.06%, 10-year 6.70%.

CFSMX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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