CMUCX Mutual Fund

CMUCX Mutual Fund

NAV$15.60
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Returns Overview

1 Month
+0.87%
3 Months
+7.20%
6 Months
+18.96%
YTD
+24.50%
1 Year
+34.11%
3 Years (annualized)
+16.93%
5 Years (annualized)
+11.42%
10 Years (annualized)
+11.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMUCX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+24.50%
Peer Avg (YTD)
+9.54%
vs Peers
+14.96%

CMUCX Mutual Fund Performance

CMUCX performance across multiple time periods: 1-month 0.87%, YTD 24.50%, 1-year 34.11%, 3-year 16.93%, 5-year 11.42%, 10-year 11.06%.

CMUCX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.88%, investors should weigh costs against performance when evaluating this mutual fund.

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