CMBOX Mutual Fund

NAV$9.36

Returns Overview

3 Months
-0.21%
6 Months
-1.27%
YTD
-1.27%
1 Year
+4.91%
3 Years (annualized)
+7.37%
5 Years (annualized)
+2.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMBOX 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
American Funds Multi-Sector Income Fund Custom Index(^AFMSEFCI)
This Mutual Fund (YTD)
-1.27%
Peer Avg (YTD)
+3.23%
vs Peers
-4.49%

CMBOX Mutual Fund Performance

CMBOX performance across multiple time periods: YTD -1.27%, 1-year 4.91%, 3-year 7.37%, 5-year 2.77%.

CMBOX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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