CIMDX Mutual Fund

NAV$17.45

Returns Overview

1 Month
+1.71%
3 Months
+1.71%
6 Months
-3.19%
YTD
-3.08%
1 Year
+2.90%
3 Years (annualized)
+4.26%
5 Years (annualized)
+1.83%

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
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 Midcap Index(^RMCC)
This Mutual Fund (YTD)
-3.08%
Peer Avg (YTD)
+10.82%
vs Peers
-13.89%

CIMDX Mutual Fund Performance

CIMDX performance across multiple time periods: 1-month 1.71%, YTD -3.08%, 1-year 2.90%, 3-year 4.26%, 5-year 1.83%.

CIMDX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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