CBLRX Mutual Fund

NAV$57.76

Returns Overview

1 Month
-0.51%
3 Months
+9.57%
6 Months
+5.59%
YTD
+5.49%
1 Year
+13.41%
3 Years (annualized)
+13.57%
5 Years (annualized)
+7.41%
10 Years (annualized)
+9.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBLRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.49%
Peer Avg (YTD)
+5.87%
vs Peers
-0.37%

CBLRX Mutual Fund Performance

CBLRX performance across multiple time periods: 1-month -0.51%, YTD 5.49%, 1-year 13.41%, 3-year 13.57%, 5-year 7.41%, 10-year 9.47%.

CBLRX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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