CMASX Mutual Fund

NAV$12.11

Returns Overview

1 Month
+0.32%
3 Months
+6.75%
6 Months
+6.83%
YTD
+6.46%
1 Year
+12.64%
3 Years (annualized)
+9.55%
5 Years (annualized)
+2.84%
10 Years (annualized)
+4.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMASX 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)
+6.46%
Peer Avg (YTD)
+4.14%
vs Peers
+2.32%

CMASX Mutual Fund Performance

CMASX performance across multiple time periods: 1-month 0.32%, YTD 6.46%, 1-year 12.64%, 3-year 9.55%, 5-year 2.84%, 10-year 4.79%.

CMASX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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