CBLRX Mutual Fund

CBLRX Mutual Fund

NAV$57.62
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Returns Overview

3 Months
+0.43%
6 Months
+3.57%
YTD
+6.07%
1 Year
+6.25%
3 Years (annualized)
+15.61%
5 Years (annualized)
+7.00%
10 Years (annualized)
+9.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBLRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.07%
Peer Avg (YTD)
+5.30%
vs Peers
+0.77%

CBLRX Mutual Fund Performance

CBLRX performance across multiple time periods: YTD 6.07%, 1-year 6.25%, 3-year 15.61%, 5-year 7.00%, 10-year 9.39%.

CBLRX returns outperform the peer average of 5.30% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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