CISMX Mutual Fund

CISMX Mutual Fund

NAV$14.51
See how much of CISMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+6.17%
3 Months
+7.66%
6 Months
+5.92%
YTD
+9.29%
1 Year
+9.91%
3 Years (annualized)
+1.75%
5 Years (annualized)
+1.33%
10 Years (annualized)
+6.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CISMX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+9.29%
Peer Avg (YTD)
+9.54%
vs Peers
-0.25%

CISMX Mutual Fund Performance

CISMX performance across multiple time periods: 1-month 6.17%, YTD 9.29%, 1-year 9.91%, 3-year 1.75%, 5-year 1.33%, 10-year 6.59%.

CISMX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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