CMLFX Mutual Fund

NAV$63.68

Returns Overview

1 Month
+1.37%
3 Months
+9.47%
6 Months
+8.07%
YTD
+7.34%
1 Year
+15.72%
3 Years (annualized)
+14.59%
5 Years (annualized)
+10.43%
10 Years (annualized)
+11.18%

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
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)
+7.34%
Peer Avg (YTD)
+9.49%
vs Peers
-2.15%

CMLFX Mutual Fund Performance

CMLFX performance across multiple time periods: 1-month 1.37%, YTD 7.34%, 1-year 15.72%, 3-year 14.59%, 5-year 10.43%, 10-year 11.18%.

CMLFX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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