CMLCX Mutual Fund

CMLCX Mutual Fund

NAV$64.90
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Returns Overview

1 Month
+0.71%
3 Months
+5.01%
6 Months
+7.02%
YTD
+8.50%
1 Year
+15.11%
3 Years (annualized)
+13.17%
5 Years (annualized)
+9.45%
10 Years (annualized)
+10.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMLCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.50%
Peer Avg (YTD)
+11.41%
vs Peers
-2.91%

CMLCX Mutual Fund Performance

CMLCX performance across multiple time periods: 1-month 0.71%, YTD 8.50%, 1-year 15.11%, 3-year 13.17%, 5-year 9.45%, 10-year 10.01%.

CMLCX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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