CSMYX Mutual Fund

CSMYX Mutual Fund

NAV$10.14
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Returns Overview

1 Month
-0.34%
3 Months
+0.25%
6 Months
+0.20%
YTD
+0.85%
1 Year
+2.72%
3 Years (annualized)
+3.36%
5 Years (annualized)
+1.68%
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
PROUpgrade to run
🏦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)
+0.85%
Peer Avg (YTD)
+0.23%
vs Peers
+0.62%

CSMYX Mutual Fund Performance

CSMYX performance across multiple time periods: 1-month -0.34%, YTD 0.85%, 1-year 2.72%, 3-year 3.36%, 5-year 1.68%, 10-year 1.66%.

CSMYX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.33%, 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.