CSMMX Mutual Fund

CSMMX Mutual Fund

NAV$19.19
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Returns Overview

1 Month
-8.57%
3 Months
-4.50%
6 Months
-5.32%
YTD
-3.05%
1 Year
-9.03%
3 Years (annualized)
+18.07%
5 Years (annualized)
+4.10%
10 Years (annualized)
+13.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSMMX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-3.05%
Peer Avg (YTD)
+4.64%
vs Peers
-7.69%

CSMMX Mutual Fund Performance

CSMMX performance across multiple time periods: 1-month -8.57%, YTD -3.05%, 1-year -9.03%, 3-year 18.07%, 5-year 4.10%, 10-year 13.03%.

CSMMX returns trail the peer average of 4.64% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

CSMMX vs another fund shows side-by-side returns. CSMMX alternatives are available in the Mutual Fund Screener.