CBMZX Mutual Fund

CBMZX Mutual Fund

NAV$11.72
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Returns Overview

1 Month
-1.81%
3 Months
-0.73%
6 Months
+7.84%
YTD
+6.28%
1 Year
+9.06%
3 Years (annualized)
+13.50%
5 Years (annualized)
+5.89%
10 Years (annualized)
+8.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBMZX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.28%
Peer Avg (YTD)
+4.96%
vs Peers
+1.32%

CBMZX Mutual Fund Performance

CBMZX performance across multiple time periods: 1-month -1.81%, YTD 6.28%, 1-year 9.06%, 3-year 13.50%, 5-year 5.89%, 10-year 8.00%.

CBMZX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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