CLBRX Mutual Fund

NAV$13.21

Returns Overview

1 Month
-0.44%
3 Months
+9.95%
6 Months
+8.22%
YTD
+7.79%
1 Year
+17.87%
3 Years (annualized)
+14.63%
5 Years (annualized)
+6.95%
10 Years (annualized)
+9.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLBRX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+7.79%
Peer Avg (YTD)
+5.87%
vs Peers
+1.92%

CLBRX Mutual Fund Performance

CLBRX performance across multiple time periods: 1-month -0.44%, YTD 7.79%, 1-year 17.87%, 3-year 14.63%, 5-year 6.95%, 10-year 9.21%.

CLBRX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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