CMCIX Mutual Fund

NAV$27.22

Returns Overview

1 Month
+6.64%
3 Months
+11.97%
6 Months
+9.13%
YTD
+8.68%
1 Year
+5.64%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+8.68%
Peer Avg (YTD)
+10.82%
vs Peers
-2.13%

CMCIX Mutual Fund Performance

CMCIX performance across multiple time periods: 1-month 6.64%, YTD 8.68%, 1-year 5.64%.

CMCIX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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