CBAIX Mutual Fund

NAV$49.90

Returns Overview

1 Month
+0.40%
3 Months
+0.87%
6 Months
+2.40%
YTD
+2.80%
1 Year
+14.65%
3 Years (annualized)
+15.13%
5 Years (annualized)
+8.40%
10 Years (annualized)
+10.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBAIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+2.80%
Peer Avg (YTD)
+5.87%
vs Peers
-3.06%

CBAIX Mutual Fund Performance

CBAIX performance across multiple time periods: 1-month 0.40%, YTD 2.80%, 1-year 14.65%, 3-year 15.13%, 5-year 8.40%, 10-year 10.18%.

CBAIX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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