CMIRX Mutual Fund

NAV$10.09

Returns Overview

1 Month
+9.91%
3 Months
+22.70%
6 Months
+13.58%
YTD
+14.19%
1 Year
+25.01%
3 Years (annualized)
+13.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMIRX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell Microcap Growth(^RUMICG)
This Mutual Fund (YTD)
+14.19%
Peer Avg (YTD)
+18.52%
vs Peers
-4.33%

CMIRX Mutual Fund Performance

CMIRX performance across multiple time periods: 1-month 9.91%, YTD 14.19%, 1-year 25.01%, 3-year 13.15%.

CMIRX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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