CBAIX Mutual Fund

CBAIX Mutual Fund

NAV$48.51
See how much of CBAIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.34%
3 Months
-0.97%
6 Months
+0.38%
YTD
+2.57%
1 Year
+3.18%
3 Years (annualized)
+15.11%
5 Years (annualized)
+6.60%
10 Years (annualized)
+9.64%

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
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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+2.57%
Peer Avg (YTD)
+5.30%
vs Peers
-2.74%

CBAIX Mutual Fund Performance

CBAIX performance across multiple time periods: 1-month -0.34%, YTD 2.57%, 1-year 3.18%, 3-year 15.11%, 5-year 6.60%, 10-year 9.64%.

CBAIX returns trail the peer average of 5.30% 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.