CBAEX Mutual Fund

NAV$21.48

Returns Overview

1 Month
+0.29%
3 Months
+8.99%
6 Months
+7.78%
YTD
+7.14%
1 Year
+15.63%
3 Years (annualized)
+14.01%
5 Years (annualized)
+7.44%
10 Years (annualized)
+8.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBAEX 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)
+7.14%
Peer Avg (YTD)
+5.87%
vs Peers
+1.27%

CBAEX Mutual Fund Performance

CBAEX performance across multiple time periods: 1-month 0.29%, YTD 7.14%, 1-year 15.63%, 3-year 14.01%, 5-year 7.44%, 10-year 8.95%.

CBAEX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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