CMALX Mutual Fund

CMALX Mutual Fund

NAV$27.37
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Returns Overview

1 Month
+1.51%
3 Months
+2.89%
6 Months
+5.38%
YTD
+8.42%
1 Year
+10.56%
3 Years (annualized)
+9.49%
5 Years (annualized)
+6.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMALX 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
NASDAQ US Multi-Asset Diversified Income Index(NQMAUS)
This Mutual Fund (YTD)
+8.42%
Peer Avg (YTD)
+5.54%
vs Peers
+2.88%

CMALX Mutual Fund Performance

CMALX performance across multiple time periods: 1-month 1.51%, YTD 8.42%, 1-year 10.56%, 3-year 9.49%, 5-year 6.68%.

CMALX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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