CBACX Mutual Fund

CBACX Mutual Fund

NAV$14.58
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Returns Overview

1 Month
-0.63%
6 Months
+2.23%
YTD
+4.49%
1 Year
+10.83%
3 Years (annualized)
+9.01%
5 Years (annualized)
+3.83%
10 Years (annualized)
+5.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBACX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+4.49%
Peer Avg (YTD)
+5.54%
vs Peers
-1.05%

CBACX Mutual Fund Performance

CBACX performance across multiple time periods: 1-month -0.63%, YTD 4.49%, 1-year 10.83%, 3-year 9.01%, 5-year 3.83%, 10-year 5.46%.

CBACX returns trail the peer average of 5.54% YTD. With an expense ratio of 2.18%, investors should weigh costs against performance when evaluating this mutual fund.

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