CSMIX Mutual Fund

CSMIX Mutual Fund

NAV$46.22
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Returns Overview

1 Month
-0.06%
3 Months
+5.91%
6 Months
+19.94%
YTD
+19.94%
1 Year
+27.45%
3 Years (annualized)
+21.38%
5 Years (annualized)
+14.61%
10 Years (annualized)
+15.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSMIX 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 Value Index(^RUJ)
This Mutual Fund (YTD)
+19.94%
Peer Avg (YTD)
+15.20%
vs Peers
+4.74%

CSMIX Mutual Fund Performance

CSMIX performance across multiple time periods: 1-month -0.06%, YTD 19.94%, 1-year 27.45%, 3-year 21.38%, 5-year 14.61%, 10-year 15.11%.

CSMIX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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