CBAEX Mutual Fund

CBAEX Mutual Fund

NAV$20.96
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Returns Overview

1 Month
-2.52%
3 Months
-1.88%
6 Months
+6.95%
YTD
+5.12%
1 Year
+8.65%
3 Years (annualized)
+14.18%
5 Years (annualized)
+7.06%
10 Years (annualized)
+8.79%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+5.12%
Peer Avg (YTD)
+4.96%
vs Peers
+0.16%

CBAEX Mutual Fund Performance

CBAEX performance across multiple time periods: 1-month -2.52%, YTD 5.12%, 1-year 8.65%, 3-year 14.18%, 5-year 7.06%, 10-year 8.79%.

CBAEX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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