CLMDX Mutual Fund

CLMDX Mutual Fund

NAV$8.35
See how much of CLMDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.99%
3 Months
-0.66%
6 Months
-0.55%
YTD
+0.21%
1 Year
+5.04%
3 Years (annualized)
+7.49%
5 Years (annualized)
+0.84%
10 Years (annualized)
+4.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLMDX 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
FTSE 1 Month Treasury Bill Index(^F1MTRSB)
This Mutual Fund (YTD)
+0.21%
Peer Avg (YTD)
+0.12%
vs Peers
+0.09%

CLMDX Mutual Fund Performance

CLMDX performance across multiple time periods: 1-month -0.99%, YTD 0.21%, 1-year 5.04%, 3-year 7.49%, 5-year 0.84%, 10-year 4.15%.

CLMDX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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