CMNIX Mutual Fund

NAV$16.29

Returns Overview

1 Month
+0.28%
3 Months
+2.70%
6 Months
+3.09%
YTD
+3.02%
1 Year
+6.70%
3 Years (annualized)
+6.89%
5 Years (annualized)
+4.85%
10 Years (annualized)
+5.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMNIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Short Treasury 1-3 Month Index
This Mutual Fund (YTD)
+3.02%
Peer Avg (YTD)
+3.47%
vs Peers
-0.45%

CMNIX Mutual Fund Performance

CMNIX performance across multiple time periods: 1-month 0.28%, YTD 3.02%, 1-year 6.70%, 3-year 6.89%, 5-year 4.85%, 10-year 5.44%.

CMNIX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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