CMBKX Mutual Fund

NAV$9.25

Returns Overview

1 Month
-0.04%
3 Months
+2.05%
6 Months
+1.50%
YTD
+1.61%
1 Year
+5.16%
3 Years (annualized)
+7.53%
5 Years (annualized)
+2.79%

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
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
American Funds Multi-Sector Income Fund Custom Index(^AFMSEFCI)
This Mutual Fund (YTD)
+1.61%
Peer Avg (YTD)
+3.23%
vs Peers
-1.62%

CMBKX Mutual Fund Performance

CMBKX performance across multiple time periods: 1-month -0.04%, YTD 1.61%, 1-year 5.16%, 3-year 7.53%, 5-year 2.79%.

CMBKX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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