CMBOX Mutual Fund

CMBOX Mutual Fund

NAV$9.36
See how much of CMBOX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
+0.30%
6 Months
+0.77%
YTD
+1.28%
1 Year
+4.48%
3 Years (annualized)
+6.96%
5 Years (annualized)
+2.69%

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
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

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)
+0.12%
vs Peers
+1.16%

CMBOX Mutual Fund Performance

CMBOX performance across multiple time periods: YTD 1.28%, 1-year 4.48%, 3-year 6.96%, 5-year 2.69%.

CMBOX returns outperform the peer average of 0.12% 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.