CMAIX Mutual Fund

NAV$12.15

Returns Overview

1 Month
+0.36%
3 Months
+6.86%
6 Months
+6.90%
YTD
+6.53%
1 Year
+12.77%
3 Years (annualized)
+9.76%
5 Years (annualized)
+3.53%
10 Years (annualized)
+5.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMAIX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+6.53%
Peer Avg (YTD)
+4.14%
vs Peers
+2.39%

CMAIX Mutual Fund Performance

CMAIX performance across multiple time periods: 1-month 0.36%, YTD 6.53%, 1-year 12.77%, 3-year 9.76%, 5-year 3.53%, 10-year 5.24%.

CMAIX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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