CLMCX Mutual Fund

CLMCX Mutual Fund

NAV$8.01
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Returns Overview

1 Month
-3.30%
3 Months
-4.19%
6 Months
-4.08%
YTD
-3.62%
1 Year
-2.21%
3 Years (annualized)
+6.82%
5 Years (annualized)
-0.17%
10 Years (annualized)
+2.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLMCX 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
FTSE 1 Month Treasury Bill Index(^F1MTRSB)
This Mutual Fund (YTD)
-3.62%
Peer Avg (YTD)
+0.50%
vs Peers
-4.12%

CLMCX Mutual Fund Performance

CLMCX performance across multiple time periods: 1-month -3.30%, YTD -3.62%, 1-year -2.21%, 3-year 6.82%, 5-year -0.17%, 10-year 2.94%.

CLMCX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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