CSMEX Mutual Fund

CSMEX Mutual Fund

NAV$26.67
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Returns Overview

1 Month
+2.68%
3 Months
-2.90%
6 Months
-1.86%
YTD
+8.32%
1 Year
+12.26%
3 Years (annualized)
+21.48%
5 Years (annualized)
+7.10%
10 Years (annualized)
+12.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSMEX 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 Index(^RMCC)
This Mutual Fund (YTD)
+8.32%
Peer Avg (YTD)
+8.01%
vs Peers
+0.31%

CSMEX Mutual Fund Performance

CSMEX performance across multiple time periods: 1-month 2.68%, YTD 8.32%, 1-year 12.26%, 3-year 21.48%, 5-year 7.10%, 10-year 12.18%.

CSMEX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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