CMSHX Mutual Fund

CMSHX Mutual Fund

NAV$37.80
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Returns Overview

1 Month
-9.20%
3 Months
+4.70%
6 Months
+12.10%
YTD
+18.36%
1 Year
+36.13%
3 Years (annualized)
+21.94%
5 Years (annualized)
+5.47%
10 Years (annualized)
+16.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMSHX 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)
+18.36%
Peer Avg (YTD)
+15.31%
vs Peers
+3.05%

CMSHX Mutual Fund Performance

CMSHX performance across multiple time periods: 1-month -9.20%, YTD 18.36%, 1-year 36.13%, 3-year 21.94%, 5-year 5.47%, 10-year 16.23%.

CMSHX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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