CMIUX Mutual Fund

CMIUX Mutual Fund

NAV$19.17
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Returns Overview

1 Month
+2.46%
3 Months
+5.11%
6 Months
+6.00%
YTD
+11.95%
1 Year
+26.16%
3 Years (annualized)
+15.69%
5 Years (annualized)
+10.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMIUX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+11.95%
Peer Avg (YTD)
+12.25%
vs Peers
-0.30%

CMIUX Mutual Fund Performance

CMIUX performance across multiple time periods: 1-month 2.46%, YTD 11.95%, 1-year 26.16%, 3-year 15.69%, 5-year 10.56%.

CMIUX returns trail the peer average of 12.25% YTD. With an expense ratio of 0.10%, investors should weigh costs against performance when evaluating this mutual fund.

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