CLBCX Mutual Fund

NAV$40.93

Returns Overview

1 Month
+0.49%
3 Months
+11.16%
6 Months
+9.65%
YTD
+8.90%
1 Year
+19.71%
3 Years (annualized)
+15.98%
5 Years (annualized)
+8.81%
10 Years (annualized)
+9.26%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.90%
Peer Avg (YTD)
+5.87%
vs Peers
+3.03%

CLBCX Mutual Fund Performance

CLBCX performance across multiple time periods: 1-month 0.49%, YTD 8.90%, 1-year 19.71%, 3-year 15.98%, 5-year 8.81%, 10-year 9.26%.

CLBCX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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