CMBRX Mutual Fund

CMBRX Mutual Fund

NAV$9.64
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Returns Overview

1 Month
+0.67%
3 Months
-0.50%
6 Months
-0.31%
YTD
+1.65%
1 Year
+6.21%
3 Years (annualized)
+8.85%
5 Years (annualized)
+1.53%
10 Years (annualized)
+2.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMBRX 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
JP Morgan EMBI Global Index(JPMEMBIGI)
This Mutual Fund (YTD)
+1.65%
Peer Avg (YTD)
+2.96%
vs Peers
-1.31%

CMBRX Mutual Fund Performance

CMBRX performance across multiple time periods: 1-month 0.67%, YTD 1.65%, 1-year 6.21%, 3-year 8.85%, 5-year 1.53%, 10-year 2.48%.

CMBRX returns trail the peer average of 2.96% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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