CMCIX Mutual Fund

CMCIX Mutual Fund

NAV$26.61
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Returns Overview

1 Month
-0.11%
3 Months
+5.13%
6 Months
+5.93%
YTD
+8.56%
1 Year
+6.70%
3 Years (annualized)
+4.88%
5 Years (annualized)
+2.53%
10 Years (annualized)
+8.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMCIX 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 2500 Index(^R25I)
This Mutual Fund (YTD)
+8.56%
Peer Avg (YTD)
+9.54%
vs Peers
-0.98%

CMCIX Mutual Fund Performance

CMCIX performance across multiple time periods: 1-month -0.11%, YTD 8.56%, 1-year 6.70%, 3-year 4.88%, 5-year 2.53%, 10-year 8.29%.

CMCIX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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