CLMZX Mutual Fund

CLMZX Mutual Fund

NAV$8.37
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Returns Overview

1 Month
+0.18%
3 Months
+0.49%
6 Months
+1.22%
YTD
+1.22%
1 Year
+5.60%
3 Years (annualized)
+8.02%
5 Years (annualized)
+0.87%
10 Years (annualized)
+4.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLMZX 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)
+1.22%
Peer Avg (YTD)
+3.23%
vs Peers
-2.01%

CLMZX Mutual Fund Performance

CLMZX performance across multiple time periods: 1-month 0.18%, YTD 1.22%, 1-year 5.60%, 3-year 8.02%, 5-year 0.87%, 10-year 4.17%.

CLMZX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

CLMZX performance comparison shows side-by-side returns with another fund. CLMZX alternatives are available in the Mutual Fund Screener.