CBMZX Mutual Fund

CBMZX Mutual Fund

NAV$11.74
See how much of CBMZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.97%
3 Months
+0.77%
6 Months
+5.40%
YTD
+8.25%
1 Year
+13.81%
3 Years (annualized)
+13.50%
5 Years (annualized)
+5.89%
10 Years (annualized)
+8.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBMZX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+8.25%
Peer Avg (YTD)
+6.28%
vs Peers
+1.96%

CBMZX Mutual Fund Performance

CBMZX performance across multiple time periods: 1-month 1.97%, YTD 8.25%, 1-year 13.81%, 3-year 13.50%, 5-year 5.89%, 10-year 8.00%.

CBMZX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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