CBLAX Mutual Fund

NAV$58.46

Returns Overview

1 Month
-0.50%
3 Months
+9.63%
6 Months
+5.72%
YTD
+5.62%
1 Year
+13.69%
3 Years (annualized)
+13.86%
5 Years (annualized)
+7.67%
10 Years (annualized)
+9.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBLAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.62%
Peer Avg (YTD)
+5.87%
vs Peers
-0.25%

CBLAX Mutual Fund Performance

CBLAX performance across multiple time periods: 1-month -0.50%, YTD 5.62%, 1-year 13.69%, 3-year 13.86%, 5-year 7.67%, 10-year 9.74%.

CBLAX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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