CSMVX Mutual Fund

CSMVX Mutual Fund

NAV$50.64
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Returns Overview

1 Month
-5.44%
3 Months
+6.25%
6 Months
+8.13%
YTD
+14.16%
1 Year
+17.51%
3 Years (annualized)
+12.80%
5 Years (annualized)
+7.60%
10 Years (annualized)
+14.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSMVX 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
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📉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 Growth Index(^RUO)
This Mutual Fund (YTD)
+14.16%
Peer Avg (YTD)
+15.31%
vs Peers
-1.15%

CSMVX Mutual Fund Performance

CSMVX performance across multiple time periods: 1-month -5.44%, YTD 14.16%, 1-year 17.51%, 3-year 12.80%, 5-year 7.60%, 10-year 14.90%.

CSMVX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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