CLMPX Mutual Fund

CLMPX Mutual Fund

NAV$25.84
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Returns Overview

1 Month
+2.90%
3 Months
-2.25%
6 Months
-2.54%
YTD
-1.51%
1 Year
-1.48%
3 Years (annualized)
+5.61%
5 Years (annualized)
-0.53%
10 Years (annualized)
+1.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLMPX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-1.51%
Peer Avg (YTD)
-0.12%
vs Peers
-1.40%

CLMPX Mutual Fund Performance

CLMPX performance across multiple time periods: 1-month 2.90%, YTD -1.51%, 1-year -1.48%, 3-year 5.61%, 5-year -0.53%, 10-year 1.15%.

CLMPX returns trail the peer average of -0.12% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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