CMBOX Mutual Fund

CMBOX Mutual Fund

NAV$9.36
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Returns Overview

3 Months
-0.43%
6 Months
+0.09%
YTD
+1.28%
1 Year
+3.17%
3 Years (annualized)
+7.12%
5 Years (annualized)
+2.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMBOX 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
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📉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)
+1.28%
Peer Avg (YTD)
+2.15%
vs Peers
-0.87%

CMBOX Mutual Fund Performance

CMBOX performance across multiple time periods: YTD 1.28%, 1-year 3.17%, 3-year 7.12%, 5-year 2.55%.

CMBOX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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