CMBPX Mutual Fund

CMBPX Mutual Fund

NAV$8.95
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Returns Overview

1 Month
-2.63%
3 Months
-2.96%
6 Months
-0.91%
YTD
-1.27%
1 Year
-0.23%
3 Years (annualized)
+7.23%
5 Years (annualized)
+2.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMBPX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
American Funds Multi-Sector Income Fund Custom Index(^AFMSEFCI)
This Mutual Fund (YTD)
-1.27%
Peer Avg (YTD)
+0.50%
vs Peers
-1.77%

CMBPX Mutual Fund Performance

CMBPX performance across multiple time periods: 1-month -2.63%, YTD -1.27%, 1-year -0.23%, 3-year 7.23%, 5-year 2.66%.

CMBPX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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