CSMUX Mutual Fund

CSMUX Mutual Fund

NAV$26.48
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Returns Overview

1 Month
+0.44%
3 Months
+0.66%
6 Months
+2.38%
YTD
+13.69%
1 Year
+18.45%
3 Years (annualized)
+19.56%
5 Years (annualized)
+8.88%
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)
+13.69%
Peer Avg (YTD)
+9.89%
vs Peers
+3.80%

CSMUX Mutual Fund Performance

CSMUX performance across multiple time periods: 1-month 0.44%, YTD 13.69%, 1-year 18.45%, 3-year 19.56%, 5-year 8.88%, 10-year 12.56%.

CSMUX returns outperform the peer average of 9.89% 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.