CLMVX Mutual Fund

CLMVX Mutual Fund

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Returns Overview

1 Month
+0.24%
3 Months
-0.57%
6 Months
-1.94%
YTD
+0.36%
1 Year
+3.35%
3 Years (annualized)
+7.95%
5 Years (annualized)
+0.86%
10 Years (annualized)
+3.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLMVX 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
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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)
+0.36%
Peer Avg (YTD)
+2.15%
vs Peers
-1.79%

CLMVX Mutual Fund Performance

CLMVX performance across multiple time periods: 1-month 0.24%, YTD 0.36%, 1-year 3.35%, 3-year 7.95%, 5-year 0.86%, 10-year 3.91%.

CLMVX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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