CBALX Mutual Fund

CBALX Mutual Fund

NAV$57.77
See how much of CBALX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.70%
3 Months
+1.40%
6 Months
+7.65%
YTD
+7.73%
1 Year
+12.44%
3 Years (annualized)
+14.45%
5 Years (annualized)
+7.70%
10 Years (annualized)
+9.91%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.73%
Peer Avg (YTD)
+6.28%
vs Peers
+1.45%

CBALX Mutual Fund Performance

CBALX performance across multiple time periods: 1-month 1.70%, YTD 7.73%, 1-year 12.44%, 3-year 14.45%, 5-year 7.70%, 10-year 9.91%.

CBALX returns outperform the peer average of 6.28% 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.