CSMDX Mutual Fund

CSMDX Mutual Fund

NAV$17.02
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Returns Overview

1 Month
-1.31%
3 Months
+2.86%
6 Months
+7.07%
YTD
+13.17%
1 Year
+15.74%
3 Years (annualized)
+6.59%
5 Years (annualized)
+5.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSMDX 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 2500 Total Return(^R25ITR)
This Mutual Fund (YTD)
+13.17%
Peer Avg (YTD)
+9.54%
vs Peers
+3.63%

CSMDX Mutual Fund Performance

CSMDX performance across multiple time periods: 1-month -1.31%, YTD 13.17%, 1-year 15.74%, 3-year 6.59%, 5-year 5.08%.

CSMDX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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