CMLIX Mutual Fund

CMLIX Mutual Fund

NAV$54.25
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Returns Overview

1 Month
+2.41%
3 Months
+0.67%
6 Months
+9.38%
YTD
+7.03%
1 Year
+10.17%
3 Years (annualized)
+14.65%
5 Years (annualized)
+8.07%
10 Years (annualized)
+14.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMLIX 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)
+7.03%
Peer Avg (YTD)
+8.51%
vs Peers
-1.48%

CMLIX Mutual Fund Performance

CMLIX performance across multiple time periods: 1-month 2.41%, YTD 7.03%, 1-year 10.17%, 3-year 14.65%, 5-year 8.07%, 10-year 14.91%.

CMLIX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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