CBACX Mutual Fund

NAV$14.41

Returns Overview

1 Month
-1.24%
3 Months
+4.84%
6 Months
+5.38%
YTD
+5.15%
1 Year
+11.38%
3 Years (annualized)
+10.24%
5 Years (annualized)
+4.25%
10 Years (annualized)
+5.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBACX 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 World Index(MDWO)
This Mutual Fund (YTD)
+5.15%
Peer Avg (YTD)
+5.87%
vs Peers
-0.72%

CBACX Mutual Fund Performance

CBACX performance across multiple time periods: 1-month -1.24%, YTD 5.15%, 1-year 11.38%, 3-year 10.24%, 5-year 4.25%, 10-year 5.80%.

CBACX returns trail the peer average of 5.87% YTD. With an expense ratio of 2.18%, investors should weigh costs against performance when evaluating this mutual fund.

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