CLBCX Mutual Fund

CLBCX Mutual Fund

NAV$40.13
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Returns Overview

1 Month
+1.03%
3 Months
-0.51%
6 Months
+1.71%
YTD
+6.63%
1 Year
+9.47%
3 Years (annualized)
+17.01%
5 Years (annualized)
+7.75%
10 Years (annualized)
+8.97%

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
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📉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)
+6.63%
Peer Avg (YTD)
+5.30%
vs Peers
+1.32%

CLBCX Mutual Fund Performance

CLBCX performance across multiple time periods: 1-month 1.03%, YTD 6.63%, 1-year 9.47%, 3-year 17.01%, 5-year 7.75%, 10-year 8.97%.

CLBCX returns outperform the peer average of 5.30% 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.