CSMCX Mutual Fund

NAV$57.99

Returns Overview

1 Month
+7.59%
3 Months
+22.36%
6 Months
+20.91%
YTD
+19.32%
1 Year
+27.26%
3 Years (annualized)
+16.20%
5 Years (annualized)
+12.40%
10 Years (annualized)
+21.77%

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
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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+19.32%
Peer Avg (YTD)
+18.52%
vs Peers
+0.79%

CSMCX Mutual Fund Performance

CSMCX performance across multiple time periods: 1-month 7.59%, YTD 19.32%, 1-year 27.26%, 3-year 16.20%, 5-year 12.40%, 10-year 21.77%.

CSMCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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