CBAAX Mutual Fund

NAV$21.29

Returns Overview

1 Month
+0.30%
3 Months
+9.04%
6 Months
+7.89%
YTD
+7.30%
1 Year
+15.94%
3 Years (annualized)
+14.28%
5 Years (annualized)
+7.69%
10 Years (annualized)
+9.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBAAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+7.30%
Peer Avg (YTD)
+5.87%
vs Peers
+1.43%

CBAAX Mutual Fund Performance

CBAAX performance across multiple time periods: 1-month 0.30%, YTD 7.30%, 1-year 15.94%, 3-year 14.28%, 5-year 7.69%, 10-year 9.21%.

CBAAX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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