CMBMX Mutual Fund

CMBMX Mutual Fund

NAV$8.96
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Returns Overview

1 Month
+0.45%
3 Months
-1.66%
6 Months
-2.03%
YTD
-1.20%
1 Year
-0.46%
3 Years (annualized)
+7.08%
5 Years (annualized)
+1.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMBMX 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)
-1.20%
Peer Avg (YTD)
+1.93%
vs Peers
-3.12%

CMBMX Mutual Fund Performance

CMBMX performance across multiple time periods: 1-month 0.45%, YTD -1.20%, 1-year -0.46%, 3-year 7.08%, 5-year 1.80%.

CMBMX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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