CMBEX Mutual Fund

CMBEX Mutual Fund

NAV$8.70
See how much of CMBEX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.01%
3 Months
-0.47%
6 Months
-0.49%
YTD
-0.29%
1 Year
+2.33%
3 Years (annualized)
+3.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMBEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.29%
Peer Avg (YTD)
+0.12%
vs Peers
-0.41%

CMBEX Mutual Fund Performance

CMBEX performance across multiple time periods: 1-month -1.01%, YTD -0.29%, 1-year 2.33%, 3-year 3.83%.

CMBEX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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