CBEJX Mutual Fund

CBEJX Mutual Fund

NAV$11.21
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Returns Overview

1 Month
+0.61%
3 Months
+4.45%
6 Months
+3.70%
YTD
+9.95%
1 Year
+13.96%
3 Years (annualized)
+16.14%
5 Years (annualized)
+10.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBEJX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.95%
Peer Avg (YTD)
+12.44%
vs Peers
-2.48%

CBEJX Mutual Fund Performance

CBEJX performance across multiple time periods: 1-month 0.61%, YTD 9.95%, 1-year 13.96%, 3-year 16.14%, 5-year 10.22%.

CBEJX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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