CBLDX Mutual Fund

CBLDX Mutual Fund

NAV$9.50
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Returns Overview

1 Month
+0.02%
3 Months
+0.51%
6 Months
+1.94%
YTD
+2.71%
1 Year
+3.74%
3 Years (annualized)
+6.27%
5 Years (annualized)
+5.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBLDX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 0-3 Year US High Yield Excluding Financials Index
This Mutual Fund (YTD)
+2.71%
Peer Avg (YTD)
+0.50%
vs Peers
+2.21%

CBLDX Mutual Fund Performance

CBLDX performance across multiple time periods: 1-month 0.02%, YTD 2.71%, 1-year 3.74%, 3-year 6.27%, 5-year 5.02%.

CBLDX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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