CIMDX Mutual Fund

CIMDX Mutual Fund

NAV$18.00
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Returns Overview

1 Month
+6.97%
3 Months
+5.78%
6 Months
+2.50%
YTD
+3.68%
1 Year
+9.66%
3 Years (annualized)
+6.23%
5 Years (annualized)
+3.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIMDX 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 Midcap Index(^RMCC)
This Mutual Fund (YTD)
+3.68%
Peer Avg (YTD)
+9.54%
vs Peers
-5.86%

CIMDX Mutual Fund Performance

CIMDX performance across multiple time periods: 1-month 6.97%, YTD 3.68%, 1-year 9.66%, 3-year 6.23%, 5-year 3.99%.

CIMDX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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