CBEAX Mutual Fund

CBEAX Mutual Fund

NAV$11.43
See how much of CBEAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.45%
3 Months
+3.39%
6 Months
+5.71%
YTD
+8.98%
1 Year
+17.44%
3 Years (annualized)
+14.40%
5 Years (annualized)
+9.94%
10 Years (annualized)
+11.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBEAX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.98%
Peer Avg (YTD)
+11.41%
vs Peers
-2.44%

CBEAX Mutual Fund Performance

CBEAX performance across multiple time periods: 1-month 2.45%, YTD 8.98%, 1-year 17.44%, 3-year 14.40%, 5-year 9.94%, 10-year 11.51%.

CBEAX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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