CMFEX Mutual Fund

CMFEX Mutual Fund

NAV$8.41
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Returns Overview

1 Month
+3.08%
3 Months
-0.28%
6 Months
-1.72%
YTD
-1.82%
1 Year
-1.18%
3 Years (annualized)
+4.98%
5 Years (annualized)
-0.22%
10 Years (annualized)
+0.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMFEX 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 US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
-1.82%
Peer Avg (YTD)
+1.93%
vs Peers
-3.74%

CMFEX Mutual Fund Performance

CMFEX performance across multiple time periods: 1-month 3.08%, YTD -1.82%, 1-year -1.18%, 3-year 4.98%, 5-year -0.22%, 10-year 0.84%.

CMFEX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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