CLMAX Mutual Fund

CLMAX Mutual Fund

NAV$8.29
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Returns Overview

1 Month
-1.01%
3 Months
-0.84%
6 Months
-0.67%
YTD
-0.05%
1 Year
+4.78%
3 Years (annualized)
+7.20%
5 Years (annualized)
+0.56%
10 Years (annualized)
+3.85%

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
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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
FTSE 1 Month Treasury Bill Index(^F1MTRSB)
This Mutual Fund (YTD)
-0.05%
Peer Avg (YTD)
+0.12%
vs Peers
-0.17%

CLMAX Mutual Fund Performance

CLMAX performance across multiple time periods: 1-month -1.01%, YTD -0.05%, 1-year 4.78%, 3-year 7.20%, 5-year 0.56%, 10-year 3.85%.

CLMAX returns trail the peer average of 0.12% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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