CLBEX Mutual Fund

CLBEX Mutual Fund

NAV$39.93
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Returns Overview

1 Month
-1.54%
3 Months
+2.36%
6 Months
+5.51%
YTD
+7.50%
1 Year
+17.43%
3 Years (annualized)
+15.26%
5 Years (annualized)
+8.84%
10 Years (annualized)
+9.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLBEX 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)
+7.50%
Peer Avg (YTD)
+5.54%
vs Peers
+1.96%

CLBEX Mutual Fund Performance

CLBEX performance across multiple time periods: 1-month -1.54%, YTD 7.50%, 1-year 17.43%, 3-year 15.26%, 5-year 8.84%, 10-year 9.67%.

CLBEX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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