CSMYX Mutual Fund

CSMYX Mutual Fund

NAV$10.15
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Returns Overview

1 Month
+1.61%
3 Months
+0.21%
6 Months
+0.48%
YTD
+1.08%
1 Year
+1.67%
3 Years (annualized)
+3.89%
5 Years (annualized)
+1.83%
10 Years (annualized)
+1.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSMYX 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
Bloomberg 1-5 Year Municipal Bond Index
This Mutual Fund (YTD)
+1.08%
Peer Avg (YTD)
-0.87%
vs Peers
+1.94%

CSMYX Mutual Fund Performance

CSMYX performance across multiple time periods: 1-month 1.61%, YTD 1.08%, 1-year 1.67%, 3-year 3.89%, 5-year 1.83%, 10-year 1.66%.

CSMYX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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