CBEAX Mutual Fund

CBEAX Mutual Fund

NAV$11.20
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Returns Overview

1 Month
-3.87%
3 Months
-0.91%
6 Months
+6.74%
YTD
+5.41%
1 Year
+8.69%
3 Years (annualized)
+15.71%
5 Years (annualized)
+9.78%
10 Years (annualized)
+11.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBEAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.41%
Peer Avg (YTD)
+10.00%
vs Peers
-4.59%

CBEAX Mutual Fund Performance

CBEAX performance across multiple time periods: 1-month -3.87%, YTD 5.41%, 1-year 8.69%, 3-year 15.71%, 5-year 9.78%, 10-year 11.44%.

CBEAX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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