CMUCX Mutual Fund

NAV$15.37

Returns Overview

1 Month
+2.60%
3 Months
+8.24%
6 Months
+18.32%
YTD
+21.69%
1 Year
+35.76%
3 Years (annualized)
+19.76%
5 Years (annualized)
+15.39%
10 Years (annualized)
+13.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMUCX 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
PROUpgrade 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+21.69%
Peer Avg (YTD)
+10.82%
vs Peers
+10.88%

CMUCX Mutual Fund Performance

CMUCX performance across multiple time periods: 1-month 2.60%, YTD 21.69%, 1-year 35.76%, 3-year 19.76%, 5-year 15.39%, 10-year 13.52%.

CMUCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.88%, investors should weigh costs against performance when evaluating this mutual fund.

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