CMAIX Mutual Fund

CMAIX Mutual Fund

NAV$11.85
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Returns Overview

1 Month
+1.42%
3 Months
+0.86%
6 Months
+3.74%
YTD
+7.06%
1 Year
+11.52%
3 Years (annualized)
+10.02%
5 Years (annualized)
+3.20%
10 Years (annualized)
+5.09%

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
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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 Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+7.06%
Peer Avg (YTD)
+3.78%
vs Peers
+3.28%

CMAIX Mutual Fund Performance

CMAIX performance across multiple time periods: 1-month 1.42%, YTD 7.06%, 1-year 11.52%, 3-year 10.02%, 5-year 3.20%, 10-year 5.09%.

CMAIX returns outperform the peer average of 3.78% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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