CLBAX Mutual Fund

CLBAX Mutual Fund

NAV$40.08
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Returns Overview

1 Month
+1.11%
3 Months
-0.31%
6 Months
+2.11%
YTD
+7.32%
1 Year
+10.33%
3 Years (annualized)
+17.83%
5 Years (annualized)
+8.53%
10 Years (annualized)
+9.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLBAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.32%
Peer Avg (YTD)
+5.30%
vs Peers
+2.02%

CLBAX Mutual Fund Performance

CLBAX performance across multiple time periods: 1-month 1.11%, YTD 7.32%, 1-year 10.33%, 3-year 17.83%, 5-year 8.53%, 10-year 9.75%.

CLBAX returns outperform the peer average of 5.30% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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