CZMSX Mutual Fund

CZMSX Mutual Fund

NAV$17.18
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Returns Overview

1 Month
-0.78%
3 Months
+2.71%
6 Months
+9.92%
YTD
+15.84%
1 Year
+17.03%
3 Years (annualized)
+10.93%
5 Years (annualized)
+4.05%
10 Years (annualized)
+9.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CZMSX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+15.84%
Peer Avg (YTD)
+15.20%
vs Peers
+0.65%

CZMSX Mutual Fund Performance

CZMSX performance across multiple time periods: 1-month -0.78%, YTD 15.84%, 1-year 17.03%, 3-year 10.93%, 5-year 4.05%, 10-year 9.45%.

CZMSX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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