CLBAX Mutual Fund

CLBAX Mutual Fund

NAV$40.95
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Returns Overview

1 Month
-1.51%
3 Months
+2.42%
6 Months
+5.63%
YTD
+7.65%
1 Year
+17.70%
3 Years (annualized)
+15.40%
5 Years (annualized)
+9.02%
10 Years (annualized)
+9.68%

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)
+7.65%
Peer Avg (YTD)
+5.54%
vs Peers
+2.11%

CLBAX Mutual Fund Performance

CLBAX performance across multiple time periods: 1-month -1.51%, YTD 7.65%, 1-year 17.70%, 3-year 15.40%, 5-year 9.02%, 10-year 9.68%.

CLBAX returns outperform the peer average of 5.54% 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.