CMASX Mutual Fund

CMASX Mutual Fund

NAV$11.81
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Returns Overview

1 Month
+1.34%
3 Months
+0.74%
6 Months
+3.58%
YTD
+6.90%
1 Year
+11.30%
3 Years (annualized)
+9.82%
5 Years (annualized)
+2.49%
10 Years (annualized)
+4.64%

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
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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)
+6.90%
Peer Avg (YTD)
+3.78%
vs Peers
+3.13%

CMASX Mutual Fund Performance

CMASX performance across multiple time periods: 1-month 1.34%, YTD 6.90%, 1-year 11.30%, 3-year 9.82%, 5-year 2.49%, 10-year 4.64%.

CMASX returns outperform the peer average of 3.78% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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