CSMIX Mutual Fund

NAV$49.77

Returns Overview

1 Month
+4.95%
3 Months
+18.05%
6 Months
+18.84%
YTD
+18.54%
1 Year
+39.14%
3 Years (annualized)
+20.30%
5 Years (annualized)
+12.95%
10 Years (annualized)
+15.47%

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
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 Value Index(^RUJ)
This Mutual Fund (YTD)
+18.54%
Peer Avg (YTD)
+18.52%
vs Peers
+0.02%

CSMIX Mutual Fund Performance

CSMIX performance across multiple time periods: 1-month 4.95%, YTD 18.54%, 1-year 39.14%, 3-year 20.30%, 5-year 12.95%, 10-year 15.47%.

CSMIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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