CISMX Mutual Fund

CISMX Mutual Fund

NAV$14.87
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Returns Overview

1 Month
+7.54%
3 Months
+2.54%
6 Months
+10.40%
YTD
+12.06%
1 Year
+12.27%
3 Years (annualized)
+7.07%
5 Years (annualized)
+2.63%
10 Years (annualized)
+7.07%

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
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📉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 2500 Index(^R25I)
This Mutual Fund (YTD)
+12.06%
Peer Avg (YTD)
+8.01%
vs Peers
+4.06%

CISMX Mutual Fund Performance

CISMX performance across multiple time periods: 1-month 7.54%, YTD 12.06%, 1-year 12.27%, 3-year 7.07%, 5-year 2.63%, 10-year 7.07%.

CISMX returns outperform the peer average of 8.01% 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.