CIMDX Mutual Fund

CIMDX Mutual Fund

NAV$16.50
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Returns Overview

1 Month
+5.88%
3 Months
+15.19%
6 Months
+8.27%
YTD
+9.77%
1 Year
+12.96%
3 Years (annualized)
+9.57%
5 Years (annualized)
+5.33%

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)
+9.77%
Peer Avg (YTD)
+9.89%
vs Peers
-0.12%

CIMDX Mutual Fund Performance

CIMDX performance across multiple time periods: 1-month 5.88%, YTD 9.77%, 1-year 12.96%, 3-year 9.57%, 5-year 5.33%.

CIMDX returns trail the peer average of 9.89% 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.