CLBFX Mutual Fund

CLBFX Mutual Fund

NAV$40.43
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Returns Overview

3 Months
+2.87%
6 Months
+6.14%
YTD
+8.20%
1 Year
+18.40%
3 Years (annualized)
+15.75%
5 Years (annualized)
+9.29%
10 Years (annualized)
+9.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLBFX 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)
+8.20%
Peer Avg (YTD)
+5.54%
vs Peers
+2.67%

CLBFX Mutual Fund Performance

CLBFX performance across multiple time periods: YTD 8.20%, 1-year 18.40%, 3-year 15.75%, 5-year 9.29%, 10-year 9.94%.

CLBFX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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