CMALX Mutual Fund

NAV$27.70

Returns Overview

1 Month
+0.76%
3 Months
+3.71%
6 Months
+4.02%
YTD
+6.70%
1 Year
+9.49%
3 Years (annualized)
+10.06%
5 Years (annualized)
+6.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMALX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
NASDAQ US Multi-Asset Diversified Income Index(NQMAUS)
This Mutual Fund (YTD)
+6.70%
Peer Avg (YTD)
+5.87%
vs Peers
+0.84%

CMALX Mutual Fund Performance

CMALX performance across multiple time periods: 1-month 0.76%, YTD 6.70%, 1-year 9.49%, 3-year 10.06%, 5-year 6.29%.

CMALX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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