CSMUX Mutual Fund

CSMUX Mutual Fund

NAV$27.30
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Returns Overview

1 Month
-3.24%
3 Months
+1.18%
6 Months
+8.67%
YTD
+13.19%
1 Year
+21.68%
3 Years (annualized)
+17.94%
5 Years (annualized)
+9.10%
10 Years (annualized)
+12.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSMUX 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)
+13.19%
Peer Avg (YTD)
+9.54%
vs Peers
+3.65%

CSMUX Mutual Fund Performance

CSMUX performance across multiple time periods: 1-month -3.24%, YTD 13.19%, 1-year 21.68%, 3-year 17.94%, 5-year 9.10%, 10-year 12.56%.

CSMUX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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