CBAFX Mutual Fund

CBAFX Mutual Fund

NAV$21.14
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Returns Overview

3 Months
+2.08%
6 Months
+4.33%
YTD
+6.36%
1 Year
+14.62%
3 Years (annualized)
+13.34%
5 Years (annualized)
+7.50%
10 Years (annualized)
+9.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBAFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.36%
Peer Avg (YTD)
+5.54%
vs Peers
+0.82%

CBAFX Mutual Fund Performance

CBAFX performance across multiple time periods: YTD 6.36%, 1-year 14.62%, 3-year 13.34%, 5-year 7.50%, 10-year 9.07%.

CBAFX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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