CMLAX Mutual Fund

NAV$66.13

Returns Overview

1 Month
+2.19%
3 Months
+10.35%
6 Months
+8.88%
YTD
+8.15%
1 Year
+16.50%
3 Years (annualized)
+14.72%
5 Years (annualized)
+10.34%
10 Years (annualized)
+11.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMLAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.15%
Peer Avg (YTD)
+9.49%
vs Peers
-1.34%

CMLAX Mutual Fund Performance

CMLAX performance across multiple time periods: 1-month 2.19%, YTD 8.15%, 1-year 16.50%, 3-year 14.72%, 5-year 10.34%, 10-year 11.01%.

CMLAX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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