CMBZX Mutual Fund

CMBZX Mutual Fund

NAV$10.09
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.49%
3 Months
+4.36%
6 Months
+2.86%
YTD
+2.86%
1 Year
+10.49%
3 Years (annualized)
+9.73%
5 Years (annualized)
+2.51%
10 Years (annualized)
+3.55%

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
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
JP Morgan EMBI Global Index(JPMEMBIGI)
This Mutual Fund (YTD)
+2.86%
Peer Avg (YTD)
+3.07%
vs Peers
-0.21%

CMBZX Mutual Fund Performance

CMBZX performance across multiple time periods: 1-month 0.49%, YTD 2.86%, 1-year 10.49%, 3-year 9.73%, 5-year 2.51%, 10-year 3.55%.

CMBZX returns trail the peer average of 3.07% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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