CSMVX Mutual Fund

NAV$48.26

Returns Overview

1 Month
+7.54%
3 Months
+22.30%
6 Months
+20.74%
YTD
+19.15%
1 Year
+26.93%
3 Years (annualized)
+15.91%
5 Years (annualized)
+12.45%
10 Years (annualized)
+18.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSMVX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+19.15%
Peer Avg (YTD)
+18.52%
vs Peers
+0.63%

CSMVX Mutual Fund Performance

CSMVX performance across multiple time periods: 1-month 7.54%, YTD 19.15%, 1-year 26.93%, 3-year 15.91%, 5-year 12.45%, 10-year 18.73%.

CSMVX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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