CMBKX Mutual Fund

CMBKX Mutual Fund

NAV$8.96
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Returns Overview

1 Month
+0.45%
3 Months
-1.62%
6 Months
-1.94%
YTD
-1.03%
1 Year
-0.25%
3 Years (annualized)
+7.49%
5 Years (annualized)
+2.10%

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
PROUpgrade to run
🏦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)
-1.03%
Peer Avg (YTD)
+1.93%
vs Peers
-2.95%

CMBKX Mutual Fund Performance

CMBKX performance across multiple time periods: 1-month 0.45%, YTD -1.03%, 1-year -0.25%, 3-year 7.49%, 5-year 2.10%.

CMBKX returns trail the peer average of 1.93% 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.