CLMCX Mutual Fund

CLMCX Mutual Fund

NAV$8.35
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Returns Overview

1 Month
-1.07%
3 Months
-1.02%
6 Months
-1.03%
YTD
-0.48%
1 Year
+4.00%
3 Years (annualized)
+6.44%
5 Years (annualized)
-0.19%
10 Years (annualized)
+2.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLMCX 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)
-0.48%
Peer Avg (YTD)
+0.12%
vs Peers
-0.60%

CLMCX Mutual Fund Performance

CLMCX performance across multiple time periods: 1-month -1.07%, YTD -0.48%, 1-year 4.00%, 3-year 6.44%, 5-year -0.19%, 10-year 2.93%.

CLMCX returns trail the peer average of 0.12% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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