CMUCX Mutual Fund

CMUCX Mutual Fund

NAV$15.68
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Returns Overview

1 Month
+4.91%
3 Months
+1.59%
6 Months
+8.90%
YTD
+24.68%
1 Year
+29.91%
3 Years (annualized)
+23.71%
5 Years (annualized)
+10.98%
10 Years (annualized)
+11.50%

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)
+24.68%
Peer Avg (YTD)
+8.01%
vs Peers
+16.67%

CMUCX Mutual Fund Performance

CMUCX performance across multiple time periods: 1-month 4.91%, YTD 24.68%, 1-year 29.91%, 3-year 23.71%, 5-year 10.98%, 10-year 11.50%.

CMUCX returns outperform the peer average of 8.01% 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.