CSMVX Mutual Fund

CSMVX Mutual Fund

NAV$47.70
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Returns Overview

1 Month
+0.79%
3 Months
-1.35%
6 Months
+4.81%
YTD
+11.14%
1 Year
+8.99%
3 Years (annualized)
+18.41%
5 Years (annualized)
+5.42%
10 Years (annualized)
+15.28%

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
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 Growth Index(^RUO)
This Mutual Fund (YTD)
+11.14%
Peer Avg (YTD)
+12.21%
vs Peers
-1.06%

CSMVX Mutual Fund Performance

CSMVX performance across multiple time periods: 1-month 0.79%, YTD 11.14%, 1-year 8.99%, 3-year 18.41%, 5-year 5.42%, 10-year 15.28%.

CSMVX returns trail the peer average of 12.21% 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.