CLMAX Mutual Fund

CLMAX Mutual Fund

NAV$8.01
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Returns Overview

1 Month
+0.33%
3 Months
-0.64%
6 Months
-1.97%
YTD
+0.28%
1 Year
+3.16%
3 Years (annualized)
+7.66%
5 Years (annualized)
+0.59%
10 Years (annualized)
+3.83%

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
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📉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)
+0.28%
Peer Avg (YTD)
+2.15%
vs Peers
-1.87%

CLMAX Mutual Fund Performance

CLMAX performance across multiple time periods: 1-month 0.33%, YTD 0.28%, 1-year 3.16%, 3-year 7.66%, 5-year 0.59%, 10-year 3.83%.

CLMAX returns trail the peer average of 2.15% 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.