CSMFX Mutual Fund

NAV$25.97

Returns Overview

1 Month
+3.51%
3 Months
+11.82%
6 Months
+16.33%
YTD
+14.93%
1 Year
+25.18%
3 Years (annualized)
+19.12%
5 Years (annualized)
+8.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSMFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+14.93%
Peer Avg (YTD)
+10.82%
vs Peers
+4.12%

CSMFX Mutual Fund Performance

CSMFX performance across multiple time periods: 1-month 3.51%, YTD 14.93%, 1-year 25.18%, 3-year 19.12%, 5-year 8.72%.

CSMFX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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