CBLCX Mutual Fund

CBLCX Mutual Fund

NAV$57.79
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Returns Overview

1 Month
+0.09%
3 Months
+3.02%
6 Months
+4.99%
YTD
+5.33%
1 Year
+10.73%
3 Years (annualized)
+12.29%
5 Years (annualized)
+6.58%
10 Years (annualized)
+8.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBLCX 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)
+5.33%
Peer Avg (YTD)
+5.54%
vs Peers
-0.21%

CBLCX Mutual Fund Performance

CBLCX performance across multiple time periods: 1-month 0.09%, YTD 5.33%, 1-year 10.73%, 3-year 12.29%, 5-year 6.58%, 10-year 8.66%.

CBLCX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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