CFSMX ETF

$12.65

Returns Overview

1 Month
+4.11%
3 Months
-1.52%
6 Months
+1.80%
YTD
+1.57%
1 Year
+3.68%
3 Years
+0.64%
5 Years
-1.16%
10 Years
+6.58%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would CFSMX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This ETF (YTD)
+1.57%
Peer Avg (YTD)
+4.95%
vs Peers
-3.38%

CFSMX ETF Performance

CFSMX performance across multiple time periods: 1-month 4.11%, YTD 1.57%, 1-year 3.68%, 3-year 0.64%, 5-year -1.16%, 10-year 6.58%.

CFSMX returns trail the peer average of 4.95% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this ETF.

CFSMX performance comparison shows side-by-side returns with another fund. CFSMX alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+4.11%N/A
3 Months-1.52%N/A
6 Months+1.80%N/A
1 Year+3.68%N/A
3 Years+0.64%N/A
5 Years-1.16%N/A

All returns shown are total returns, not annualized