CZMSX Mutual Fund

CZMSX Mutual Fund

NAV$18.11
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Returns Overview

1 Month
-2.18%
3 Months
+6.33%
6 Months
+12.09%
YTD
+16.75%
1 Year
+24.64%
3 Years (annualized)
+9.08%
5 Years (annualized)
+4.32%
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
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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 Index(^RUT)
This Mutual Fund (YTD)
+16.75%
Peer Avg (YTD)
+15.31%
vs Peers
+1.44%

CZMSX Mutual Fund Performance

CZMSX performance across multiple time periods: 1-month -2.18%, YTD 16.75%, 1-year 24.64%, 3-year 9.08%, 5-year 4.32%, 10-year 9.45%.

CZMSX returns outperform the peer average of 15.31% 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.