CMBZX Mutual Fund

CMBZX Mutual Fund

NAV$9.57
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Returns Overview

1 Month
+0.30%
3 Months
-0.78%
6 Months
-0.47%
YTD
+1.57%
1 Year
+6.29%
3 Years (annualized)
+9.26%
5 Years (annualized)
+1.95%
10 Years (annualized)
+2.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMBZX 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)
+1.57%
Peer Avg (YTD)
+2.96%
vs Peers
-1.39%

CMBZX Mutual Fund Performance

CMBZX performance across multiple time periods: 1-month 0.30%, YTD 1.57%, 1-year 6.29%, 3-year 9.26%, 5-year 1.95%, 10-year 2.98%.

CMBZX returns trail the peer average of 2.96% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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