CBAIX Mutual Fund

CBAIX Mutual Fund

NAV$49.43
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Returns Overview

1 Month
+0.70%
3 Months
+0.05%
6 Months
+4.68%
YTD
+4.29%
1 Year
+8.68%
3 Years (annualized)
+13.52%
5 Years (annualized)
+7.13%
10 Years (annualized)
+9.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBAIX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+4.29%
Peer Avg (YTD)
+6.28%
vs Peers
-1.99%

CBAIX Mutual Fund Performance

CBAIX performance across multiple time periods: 1-month 0.70%, YTD 4.29%, 1-year 8.68%, 3-year 13.52%, 5-year 7.13%, 10-year 9.62%.

CBAIX returns trail the peer average of 6.28% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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