CSMUX Mutual Fund

CSMUX Mutual Fund

NAV$26.86
See how much of CSMUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.73%
3 Months
-2.80%
6 Months
-1.66%
YTD
+10.02%
1 Year
+12.70%
3 Years (annualized)
+21.95%
5 Years (annualized)
+7.51%
10 Years (annualized)
+12.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSMUX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+10.02%
Peer Avg (YTD)
+10.76%
vs Peers
-0.74%

CSMUX Mutual Fund Performance

CSMUX performance across multiple time periods: 1-month 2.73%, YTD 10.02%, 1-year 12.70%, 3-year 21.95%, 5-year 7.51%, 10-year 12.42%.

CSMUX returns trail the peer average of 10.76% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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