CMBKX Mutual Fund

CMBKX Mutual Fund

NAV$9.23
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Returns Overview

1 Month
-0.99%
3 Months
-0.33%
6 Months
+0.10%
YTD
+0.60%
1 Year
+3.70%
3 Years (annualized)
+6.76%
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
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)
+0.60%
Peer Avg (YTD)
+0.12%
vs Peers
+0.48%

CMBKX Mutual Fund Performance

CMBKX performance across multiple time periods: 1-month -0.99%, YTD 0.60%, 1-year 3.70%, 3-year 6.76%, 5-year 2.50%.

CMBKX returns outperform the peer average of 0.12% 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.