CMARX Mutual Fund

CMARX Mutual Fund

NAV$11.78
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Returns Overview

1 Month
+0.68%
3 Months
-0.10%
6 Months
+1.31%
YTD
+5.13%
1 Year
+6.50%
3 Years (annualized)
+10.94%
5 Years (annualized)
+2.45%
10 Years (annualized)
+4.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMARX 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
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📉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)
+5.13%
Peer Avg (YTD)
+2.95%
vs Peers
+2.17%

CMARX Mutual Fund Performance

CMARX performance across multiple time periods: 1-month 0.68%, YTD 5.13%, 1-year 6.50%, 3-year 10.94%, 5-year 2.45%, 10-year 4.59%.

CMARX returns outperform the peer average of 2.95% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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