CBLAX Mutual Fund

CBLAX Mutual Fund

NAV$57.53
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Returns Overview

1 Month
+0.02%
3 Months
+0.49%
6 Months
+3.71%
YTD
+6.30%
1 Year
+6.53%
3 Years (annualized)
+15.91%
5 Years (annualized)
+7.27%
10 Years (annualized)
+9.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBLAX 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
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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)
+6.30%
Peer Avg (YTD)
+5.28%
vs Peers
+1.02%

CBLAX Mutual Fund Performance

CBLAX performance across multiple time periods: 1-month 0.02%, YTD 6.30%, 1-year 6.53%, 3-year 15.91%, 5-year 7.27%, 10-year 9.67%.

CBLAX returns outperform the peer average of 5.28% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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