CMMAX Mutual Fund

CMMAX Mutual Fund

NAV$9.15
See how much of CMMAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.05%
3 Months
-4.92%
6 Months
-4.17%
YTD
-4.05%
1 Year
-2.44%
3 Years (annualized)
+5.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMMAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-4.05%
Peer Avg (YTD)
+0.50%
vs Peers
-4.55%

CMMAX Mutual Fund Performance

CMMAX performance across multiple time periods: 1-month -4.05%, YTD -4.05%, 1-year -2.44%, 3-year 5.44%.

CMMAX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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