CMBZX Mutual Fund

CMBZX Mutual Fund

NAV$9.99
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Returns Overview

1 Month
-1.56%
3 Months
-0.20%
6 Months
+0.43%
YTD
+1.26%
1 Year
+7.64%
3 Years (annualized)
+8.54%
5 Years (annualized)
+2.08%
10 Years (annualized)
+3.18%

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
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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)
+1.26%
Peer Avg (YTD)
+2.32%
vs Peers
-1.06%

CMBZX Mutual Fund Performance

CMBZX performance across multiple time periods: 1-month -1.56%, YTD 1.26%, 1-year 7.64%, 3-year 8.54%, 5-year 2.08%, 10-year 3.18%.

CMBZX returns trail the peer average of 2.32% 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.