CSMCX Mutual Fund

CSMCX Mutual Fund

NAV$55.34
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Returns Overview

1 Month
+0.82%
3 Months
-1.27%
6 Months
+4.94%
YTD
+11.39%
1 Year
+9.26%
3 Years (annualized)
+18.70%
5 Years (annualized)
+8.49%
10 Years (annualized)
+20.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSMCX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+11.39%
Peer Avg (YTD)
+12.21%
vs Peers
-0.82%

CSMCX Mutual Fund Performance

CSMCX performance across multiple time periods: 1-month 0.82%, YTD 11.39%, 1-year 9.26%, 3-year 18.70%, 5-year 8.49%, 10-year 20.96%.

CSMCX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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