CMLFX Mutual Fund

CMLFX Mutual Fund

NAV$63.68
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Returns Overview

3 Months
+3.58%
6 Months
+5.82%
YTD
+7.34%
1 Year
+14.34%
3 Years (annualized)
+13.62%
5 Years (annualized)
+10.13%
10 Years (annualized)
+10.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMLFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.34%
Peer Avg (YTD)
+11.41%
vs Peers
-4.07%

CMLFX Mutual Fund Performance

CMLFX performance across multiple time periods: YTD 7.34%, 1-year 14.34%, 3-year 13.62%, 5-year 10.13%, 10-year 10.89%.

CMLFX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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