CISMX Mutual Fund

NAV$13.84

Returns Overview

1 Month
+4.43%
3 Months
+5.53%
6 Months
+2.85%
YTD
+2.94%
1 Year
+3.92%
3 Years (annualized)
-0.33%
5 Years (annualized)
-0.43%
10 Years (annualized)
+6.44%

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

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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 2500 Index(^R25I)
This Mutual Fund (YTD)
+2.94%
Peer Avg (YTD)
+10.82%
vs Peers
-7.88%

CISMX Mutual Fund Performance

CISMX performance across multiple time periods: 1-month 4.43%, YTD 2.94%, 1-year 3.92%, 3-year -0.33%, 5-year -0.43%, 10-year 6.44%.

CISMX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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