CLMZX Mutual Fund

CLMZX Mutual Fund

NAV$8.27
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Returns Overview

1 Month
-0.99%
3 Months
-0.78%
6 Months
-0.54%
YTD
+0.22%
1 Year
+5.05%
3 Years (annualized)
+7.51%
5 Years (annualized)
+0.81%
10 Years (annualized)
+4.12%

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)
+0.22%
Peer Avg (YTD)
+0.12%
vs Peers
+0.09%

CLMZX Mutual Fund Performance

CLMZX performance across multiple time periods: 1-month -0.99%, YTD 0.22%, 1-year 5.05%, 3-year 7.51%, 5-year 0.81%, 10-year 4.12%.

CLMZX 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.

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