CMIDX Mutual Fund

NAV$21.09

Returns Overview

1 Month
+2.76%
3 Months
+16.52%
6 Months
+17.99%
YTD
+16.46%
1 Year
+13.07%
3 Years (annualized)
+6.54%
5 Years (annualized)
+5.26%
10 Years (annualized)
+12.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMIDX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.46%
Peer Avg (YTD)
+10.82%
vs Peers
+5.64%

CMIDX Mutual Fund Performance

CMIDX performance across multiple time periods: 1-month 2.76%, YTD 16.46%, 1-year 13.07%, 3-year 6.54%, 5-year 5.26%, 10-year 12.83%.

CMIDX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

CMIDX performance comparison shows side-by-side returns with another fund. CMIDX alternatives are available in the Mutual Fund Screener.