CMBKX Mutual Fund

CMBKX Mutual Fund

NAV$8.93
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Returns Overview

1 Month
+0.61%
3 Months
-0.43%
6 Months
+0.04%
YTD
+1.22%
1 Year
+3.04%
3 Years (annualized)
+7.15%
5 Years (annualized)
+2.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMBKX 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
American Funds Multi-Sector Income Fund Custom Index(^AFMSEFCI)
This Mutual Fund (YTD)
+1.22%
Peer Avg (YTD)
+2.15%
vs Peers
-0.94%

CMBKX Mutual Fund Performance

CMBKX performance across multiple time periods: 1-month 0.61%, YTD 1.22%, 1-year 3.04%, 3-year 7.15%, 5-year 2.50%.

CMBKX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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