CMUSX Mutual Fund

NAV$10.01

Returns Overview

1 Month
+0.41%
3 Months
+11.75%
6 Months
+9.28%
YTD
+8.92%
1 Year
+14.00%
3 Years (annualized)
+13.98%
5 Years (annualized)
+7.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMUSX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.92%
Peer Avg (YTD)
+6.73%
vs Peers
+2.20%

CMUSX Mutual Fund Performance

CMUSX performance across multiple time periods: 1-month 0.41%, YTD 8.92%, 1-year 14.00%, 3-year 13.98%, 5-year 7.62%.

CMUSX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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