CMIUX Mutual Fund

NAV$18.97

Returns Overview

1 Month
+0.38%
3 Months
+8.49%
6 Months
+9.26%
YTD
+7.97%
1 Year
+18.93%
3 Years (annualized)
+15.60%
5 Years (annualized)
+10.40%

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
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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+7.97%
Peer Avg (YTD)
+10.44%
vs Peers
-2.47%

CMIUX Mutual Fund Performance

CMIUX performance across multiple time periods: 1-month 0.38%, YTD 7.97%, 1-year 18.93%, 3-year 15.60%, 5-year 10.40%.

CMIUX returns trail the peer average of 10.44% YTD. With an expense ratio of 0.10%, investors should weigh costs against performance when evaluating this mutual fund.

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