CLBCX Mutual Fund

CLBCX Mutual Fund

NAV$40.37
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Returns Overview

1 Month
-1.58%
3 Months
+2.23%
6 Months
+5.22%
YTD
+7.17%
1 Year
+16.83%
3 Years (annualized)
+14.65%
5 Years (annualized)
+8.27%
10 Years (annualized)
+9.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLBCX 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)
+7.17%
Peer Avg (YTD)
+5.54%
vs Peers
+1.63%

CLBCX Mutual Fund Performance

CLBCX performance across multiple time periods: 1-month -1.58%, YTD 7.17%, 1-year 16.83%, 3-year 14.65%, 5-year 8.27%, 10-year 9.09%.

CLBCX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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