CLMAX Mutual Fund

CLMAX Mutual Fund

NAV$8.02
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Returns Overview

1 Month
-3.36%
3 Months
-4.01%
6 Months
-3.72%
YTD
-3.08%
1 Year
-1.48%
3 Years (annualized)
+7.66%
5 Years (annualized)
+0.59%
10 Years (annualized)
+3.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLMAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE 1 Month Treasury Bill Index(^F1MTRSB)
This Mutual Fund (YTD)
-3.08%
Peer Avg (YTD)
+0.50%
vs Peers
-3.58%

CLMAX Mutual Fund Performance

CLMAX performance across multiple time periods: 1-month -3.36%, YTD -3.08%, 1-year -1.48%, 3-year 7.66%, 5-year 0.59%, 10-year 3.83%.

CLMAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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