CMLAX Mutual Fund

CMLAX Mutual Fund

NAV$64.21
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Returns Overview

1 Month
-2.92%
3 Months
-2.01%
6 Months
+8.13%
YTD
+5.98%
1 Year
+8.45%
3 Years (annualized)
+15.63%
5 Years (annualized)
+10.35%
10 Years (annualized)
+11.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMLAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.98%
Peer Avg (YTD)
+10.00%
vs Peers
-4.01%

CMLAX Mutual Fund Performance

CMLAX performance across multiple time periods: 1-month -2.92%, YTD 5.98%, 1-year 8.45%, 3-year 15.63%, 5-year 10.35%, 10-year 11.12%.

CMLAX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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