CMLEX Mutual Fund

NAV$65.42

Returns Overview

1 Month
+2.16%
3 Months
+10.27%
6 Months
+8.73%
YTD
+8.02%
1 Year
+16.20%
3 Years (annualized)
+14.44%
5 Years (annualized)
+10.16%
10 Years (annualized)
+10.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMLEX 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)
+8.02%
Peer Avg (YTD)
+9.49%
vs Peers
-1.47%

CMLEX Mutual Fund Performance

CMLEX performance across multiple time periods: 1-month 2.16%, YTD 8.02%, 1-year 16.20%, 3-year 14.44%, 5-year 10.16%, 10-year 10.79%.

CMLEX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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