CLMAX Mutual Fund

NAV$8.38

Returns Overview

1 Month
+0.04%
3 Months
+0.30%
6 Months
+0.97%
YTD
+0.97%
1 Year
+5.33%
3 Years (annualized)
+7.75%
5 Years (annualized)
+0.61%
10 Years (annualized)
+4.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLMAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE 1 Month Treasury Bill Index(^F1MTRSB)
This Mutual Fund (YTD)
+0.97%
Peer Avg (YTD)
+3.23%
vs Peers
-2.26%

CLMAX Mutual Fund Performance

CLMAX performance across multiple time periods: 1-month 0.04%, YTD 0.97%, 1-year 5.33%, 3-year 7.75%, 5-year 0.61%, 10-year 4.00%.

CLMAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

CLMAX performance comparison shows side-by-side returns with another fund. CLMAX alternatives are available in the Mutual Fund Screener.