CBALX Mutual Fund

CBALX Mutual Fund

NAV$58.59
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Returns Overview

1 Month
+0.16%
3 Months
+3.26%
6 Months
+5.51%
YTD
+5.93%
1 Year
+11.83%
3 Years (annualized)
+13.40%
5 Years (annualized)
+7.64%
10 Years (annualized)
+9.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBALX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.93%
Peer Avg (YTD)
+5.54%
vs Peers
+0.40%

CBALX Mutual Fund Performance

CBALX performance across multiple time periods: 1-month 0.16%, YTD 5.93%, 1-year 11.83%, 3-year 13.40%, 5-year 7.64%, 10-year 9.74%.

CBALX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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