CMALX Mutual Fund

CMALX Mutual Fund

NAV$26.73
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Returns Overview

1 Month
-4.67%
3 Months
-3.09%
6 Months
+0.90%
YTD
+3.50%
1 Year
+3.38%
3 Years (annualized)
+10.10%
5 Years (annualized)
+6.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMALX 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
NASDAQ US Multi-Asset Diversified Income Index(NQMAUS)
This Mutual Fund (YTD)
+3.50%
Peer Avg (YTD)
+4.96%
vs Peers
-1.46%

CMALX Mutual Fund Performance

CMALX performance across multiple time periods: 1-month -4.67%, YTD 3.50%, 1-year 3.38%, 3-year 10.10%, 5-year 6.50%.

CMALX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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