CLMDX Mutual Fund

CLMDX Mutual Fund

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Returns Overview

1 Month
-3.34%
3 Months
-4.07%
6 Months
-3.61%
YTD
-2.91%
1 Year
-1.35%
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
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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)
-2.91%
Peer Avg (YTD)
+0.50%
vs Peers
-3.41%

CLMDX Mutual Fund Performance

CLMDX performance across multiple time periods: 1-month -3.34%, YTD -2.91%, 1-year -1.35%, 3-year 7.49%, 5-year 0.84%, 10-year 4.15%.

CLMDX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.74%, 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.