CBLCX Mutual Fund

CBLCX Mutual Fund

NAV$58.38
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Returns Overview

1 Month
-1.24%
3 Months
+0.42%
6 Months
+9.89%
YTD
+5.69%
1 Year
+7.66%
3 Years (annualized)
+13.31%
5 Years (annualized)
+6.62%
10 Years (annualized)
+8.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBLCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.69%
Peer Avg (YTD)
+4.96%
vs Peers
+0.72%

CBLCX Mutual Fund Performance

CBLCX performance across multiple time periods: 1-month -1.24%, YTD 5.69%, 1-year 7.66%, 3-year 13.31%, 5-year 6.62%, 10-year 8.82%.

CBLCX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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