CBLVX Mutual Fund

CBLVX Mutual Fund

NAV$9.63
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Returns Overview

1 Month
+0.27%
3 Months
+0.79%
6 Months
+1.94%
YTD
+2.35%
1 Year
+4.36%
3 Years (annualized)
+6.16%
5 Years (annualized)
+5.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBLVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 0-3 Year US High Yield Excluding Financials Index
This Mutual Fund (YTD)
+2.35%
Peer Avg (YTD)
+0.12%
vs Peers
+2.23%

CBLVX Mutual Fund Performance

CBLVX performance across multiple time periods: 1-month 0.27%, YTD 2.35%, 1-year 4.36%, 3-year 6.16%, 5-year 5.04%.

CBLVX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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