CBAIX Mutual Fund

CBAIX Mutual Fund

NAV$50.45
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Returns Overview

1 Month
-0.02%
3 Months
+1.36%
6 Months
+7.19%
YTD
+3.72%
1 Year
+9.18%
3 Years (annualized)
+13.11%
5 Years (annualized)
+8.04%
10 Years (annualized)
+9.91%

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)
+3.72%
Peer Avg (YTD)
+5.54%
vs Peers
-1.82%

CBAIX Mutual Fund Performance

CBAIX performance across multiple time periods: 1-month -0.02%, YTD 3.72%, 1-year 9.18%, 3-year 13.11%, 5-year 8.04%, 10-year 9.91%.

CBAIX returns trail the peer average of 5.54% 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.