CMSCX Mutual Fund

CMSCX Mutual Fund

NAV$37.02
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Returns Overview

1 Month
+0.08%
3 Months
-3.68%
6 Months
+12.47%
YTD
+18.45%
1 Year
+27.73%
3 Years (annualized)
+22.04%
5 Years (annualized)
+4.93%
10 Years (annualized)
+16.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMSCX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+18.45%
Peer Avg (YTD)
+15.20%
vs Peers
+3.25%

CMSCX Mutual Fund Performance

CMSCX performance across multiple time periods: 1-month 0.08%, YTD 18.45%, 1-year 27.73%, 3-year 22.04%, 5-year 4.93%, 10-year 16.07%.

CMSCX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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