CBLLX Mutual Fund

NAV$11.42

Returns Overview

1 Month
+4.12%
3 Months
+8.60%
6 Months
+8.29%
YTD
+13.47%
1 Year
+10.18%
3 Years (annualized)
+15.77%
5 Years (annualized)
+15.11%
10 Years (annualized)
+11.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBLLX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+13.47%
Peer Avg (YTD)
+8.20%
vs Peers
+5.28%

CBLLX Mutual Fund Performance

CBLLX performance across multiple time periods: 1-month 4.12%, YTD 13.47%, 1-year 10.18%, 3-year 15.77%, 5-year 15.11%, 10-year 11.50%.

CBLLX returns outperform the peer average of 8.20% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

CBLLX performance comparison shows side-by-side returns with another fund. CBLLX alternatives are available in the Mutual Fund Screener.