CBAGX Mutual Fund

CBAGX Mutual Fund

NAV$21.57
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Returns Overview

1 Month
-0.61%
3 Months
+2.43%
6 Months
+4.66%
YTD
+6.70%
1 Year
+14.96%
3 Years (annualized)
+13.37%
5 Years (annualized)
+7.49%
10 Years (annualized)
+8.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBAGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.70%
Peer Avg (YTD)
+5.54%
vs Peers
+1.16%

CBAGX Mutual Fund Performance

CBAGX performance across multiple time periods: 1-month -0.61%, YTD 6.70%, 1-year 14.96%, 3-year 13.37%, 5-year 7.49%, 10-year 8.99%.

CBAGX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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