CBMZX Mutual Fund

CBMZX Mutual Fund

NAV$11.96
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Returns Overview

1 Month
-0.33%
3 Months
+8.63%
6 Months
+7.43%
YTD
+7.06%
1 Year
+16.22%
3 Years (annualized)
+13.31%
5 Years (annualized)
+6.11%
10 Years (annualized)
+8.19%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.06%
Peer Avg (YTD)
+5.87%
vs Peers
+1.19%

CBMZX Mutual Fund Performance

CBMZX performance across multiple time periods: 1-month -0.33%, YTD 7.06%, 1-year 16.22%, 3-year 13.31%, 5-year 6.11%, 10-year 8.19%.

CBMZX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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