CMLEX Mutual Fund

CMLEX Mutual Fund

NAV$63.84
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Returns Overview

1 Month
-2.95%
3 Months
-2.07%
6 Months
+7.99%
YTD
+5.79%
1 Year
+8.18%
3 Years (annualized)
+15.35%
5 Years (annualized)
+10.08%
10 Years (annualized)
+10.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMLEX 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)
+5.79%
Peer Avg (YTD)
+10.00%
vs Peers
-4.21%

CMLEX Mutual Fund Performance

CMLEX performance across multiple time periods: 1-month -2.95%, YTD 5.79%, 1-year 8.18%, 3-year 15.35%, 5-year 10.08%, 10-year 10.87%.

CMLEX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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