CMBMX Mutual Fund

CMBMX Mutual Fund

NAV$8.93
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Returns Overview

1 Month
+0.59%
3 Months
-0.48%
6 Months
-0.08%
YTD
+1.06%
1 Year
+2.81%
3 Years (annualized)
+6.73%
5 Years (annualized)
+2.19%

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)
+1.06%
Peer Avg (YTD)
+2.15%
vs Peers
-1.09%

CMBMX Mutual Fund Performance

CMBMX performance across multiple time periods: 1-month 0.59%, YTD 1.06%, 1-year 2.81%, 3-year 6.73%, 5-year 2.19%.

CMBMX returns trail the peer average of 2.15% 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.