CMAIX Mutual Fund

CMAIX Mutual Fund

NAV$11.95
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Returns Overview

1 Month
+0.68%
3 Months
+0.03%
6 Months
+1.57%
YTD
+5.59%
1 Year
+7.01%
3 Years (annualized)
+11.51%
5 Years (annualized)
+3.00%
10 Years (annualized)
+5.16%

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
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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)
+5.59%
Peer Avg (YTD)
+2.95%
vs Peers
+2.64%

CMAIX Mutual Fund Performance

CMAIX performance across multiple time periods: 1-month 0.68%, YTD 5.59%, 1-year 7.01%, 3-year 11.51%, 5-year 3.00%, 10-year 5.16%.

CMAIX returns outperform the peer average of 2.95% 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.