CSMIX Mutual Fund

CSMIX Mutual Fund

NAV$49.40
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Returns Overview

1 Month
+0.60%
3 Months
+8.22%
6 Months
+13.70%
YTD
+19.25%
1 Year
+37.76%
3 Years (annualized)
+16.47%
5 Years (annualized)
+11.57%
10 Years (annualized)
+11.95%

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)
+19.25%
Peer Avg (YTD)
+15.31%
vs Peers
+3.94%

CSMIX Mutual Fund Performance

CSMIX performance across multiple time periods: 1-month 0.60%, YTD 19.25%, 1-year 37.76%, 3-year 16.47%, 5-year 11.57%, 10-year 11.95%.

CSMIX returns outperform the peer average of 15.31% 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.