CMFIX Mutual Fund

NAV$11.42

Returns Overview

1 Month
-0.34%
3 Months
+0.18%
6 Months
+0.56%
YTD
+0.91%
1 Year
+6.07%
3 Years (annualized)
+7.33%
5 Years (annualized)
+4.16%
10 Years (annualized)
+3.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMFIX 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
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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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.91%
Peer Avg (YTD)
+3.23%
vs Peers
-2.32%

CMFIX Mutual Fund Performance

CMFIX performance across multiple time periods: 1-month -0.34%, YTD 0.91%, 1-year 6.07%, 3-year 7.33%, 5-year 4.16%, 10-year 3.05%.

CMFIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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